Matt Specter
,
Senior Financial Advisor
NMLS #1843252
7676 Forsyth Blvd
Clayton, MO 63105
314.290.5916
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

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 two children.

Videos
401(k) Beneficiaries
Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me
Welcome

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.

Meet Our Professional Staff
Cheryl L Esayian
Assistant Vice President, Wealth Management Associate
314.290.5941
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Jessica Delunas
Wealth Management Banking Specialist
Stephanie J Powell
Senior Wealth Management Lending Officer
NMLS #558876
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Matthew Specter is registered to do business in AK, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, SC, TN, TX, VA, WA.