Matthew Linscott

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client; including their goals, their family, their financial situation, and what truly matters most to them. I then help them create a customized financial roadmap that can be flexible as their needs and goals evolve and change over time. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of client's financial lives. I am driven by my passion for delivering excellent service, and finding meaningful opportunities that will genuinely improve the lives of each and every client.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.