Matthew T. Roberts
Matthew is a highly driven CFP® practitioner who believes successful wealth management is built on effective communication, intentionality, and unwavering integrity. He works closely with individuals and families by simplifying complex financial decisions and putting their interests above all.
A graduate of the University of South Carolina, Matthew earned a degree in Economics with minors in Business Administration and Spanish. During college, he competed on the Carolina Club Tennis travel team and served as the Lead Trumpet Section Leader for the Carolina Band. In 2017, he traveled on a performance tour across Australia, including a performance at the Sydney Opera House—a formative experience that reinforced his appreciation for discipline and teamwork.
Matthew's passion for financial planning is deeply personal. Raised by retired educators, he saw firsthand how hardworking families often lack access to the financial guidance they deserve—an experience that inspired his career. After moving to Charlotte, North Carolina in 2021, Matthew began his professional journey with The Vanguard Group, where he developed a strong foundation in disciplined investing and client‑focused advice. He earned his CFP® certification in 2024, further demonstrating his commitment to his craft.
Outside of work, Matthew is an avid tennis, table tennis, and pickleball player with friends and competitive groups. He also enjoys supporting local musicians at small‑venue concerts. His zen entails listening to cinematic scores, particularly those composed by John Williams and Hans Zimmer.
Matthew brings focus, accessibility, and genuine care to every client relationship, helping families accomplish their goals confidently.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
