Matthew Specter has been in the financial services industry since 2014 and joined Merrill Lynch Wealth Management in 2019. Matthew has also earned the CERTIFIED FINANCIAL PLANNER® certification. Matthew focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve. Matthew is driven by his passion for delivering excellent service and helping clients pursue their goals. He and his wife Ashley live in Chesterfield with their three children.
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 their 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 intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
