Matthew Spickler

Since joining Merrill Lynch Wealth Management in 2017, Matt has the pleasure of offering a holistic approach to managing his client's wealth that begins with listening to their needs and understanding what they want to achieve. As a financial advisor, his mission is to provide financial advice and guidance, and identify individual goals to build a plan that helps his clients live the lifestyle they desire in retirement.  He enjoys nurturing relationships that span generations and being a trusted point of contact for the whole family.
Matt was named to the following rankings:Forbes "American's Top Wealth Management Teams High Net Worth" list as a member of the Spickler Wealth Management Group in 2022 and 2023 (*Source: The Forbes "America's Top Wealth Management Teams High Net Worth published annually in November.  Ranking based on data as of March 31 the same year)Forbes "Best-in-State Wealth Management Teams" list as a member of the Spickler Wealth Management Group in 2023 and 2024 (*Source: The Forbes "Best-in State Wealth Management Teams" list, published annually in January.  Rankings based on data as of March 31 of the prior year).
*Source: Forbes “America’s Top Wealth Management Teams High Net Worth” list. Published annually November. Rankings based on data as of March 30 of the current year.  Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.*Source: The Forbes “Best-in-State Wealth Management Teams” list, published annually in January. Rankings based on data as of March 31 of the prior year. Data provided by SHOOK® Research, LLC.  Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.