Matt Rehberg

,

Matt Rehberg, CFP^®, CIMA^®, CPFA
Wealth Management Advisor

Matt focuses his practice on helping high net worth families match their strategic investment advisory and transitional wealth needs with their personal goals. Matt develops personalized, strategic solutions based on each client’s risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation to help clients secure their financial independence, fund college educations, implement tax reduction strategies, preserve other forms of financial achievement, and fulfill philanthropic and wealth transfer goals. He is dedicated to an advisor team approach and joins the clients' tax and legal advisors to design and implement tax efficient financial and transfer strategies.

Matt joined Merrill Lynch Wealth Management in 1999 and has been with the Firm throughout his career. As one of the select advisors to hold the Bank of America Merrill Global Institutional Consultant title and the designation of Retirement Benefits Consultant, he also works with endowments, foundations, and retirement plans to help them develop and implement financial strategies customized to their needs. He enjoys simplifying and clarifying complex issues and educating boards and committees about the impact of today's decisions on their organization's long-range goals. The services he provides include access to investment policy statement development and review, customized asset allocation modeling, investment manager search, selection, and tracking, and customized performance reporting.

Matt is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Certified Investment Management Analyst^® professional, and holds the Certified Plan Fiduciary Advisor^® designation recognized by the National Association of Plan Advisors. He is a graduate of Iowa State University with a degree in Finance and is also an adjunct professor at the Heider College of Business at Creighton University. He also previously served on the board of the Millard Public Schools Foundation. In his spare time, Matt enjoys coaching his children's sports teams and playing golf. Matt and his wife, Kay, live in Omaha with their three children.| 


*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. Investment products:| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |