Matthew Gittings
Matt Gittings is a registered Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management. Prior to joining Merrill he worked with value investing firm Robotti & Company Advisory. Matt is passionate about building relationships and helping clients plan for all avenues their future might take them.
Services (not limited to) Included:
* Wealth & Investment Management services
* Consumer Banking, Business Banking and Cash Management through Bank of America, N.A.,
* Transactional services; wire (domestic & international), ACH, Bill Pay, Zelle through Bank of America, N.A.,
* Credit and Credit Card Services through Bank of America, N.A.,
* Customized Cash Back Rewards through Bank of America, N.A.
* Retirement and Legacy Planning, Trust and Estate Services, Customized Lending through Bank of America, N.A.
* Alternative Investments for Qualified Clients
Matt earned a BA from Oberlin College. While there he played on the varsity tennis team and still enjoys playing today.
*A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
I have spent my carreer focusing on building and sustaining wealth for clients. My approach is focused on your financial security and finding what works for you. I want to work with you to build a personalized plan for your future that achieves all your goals and ambitions.
Please reach out if you are interested in a Merrill Personal Wealth Analysis financial plan to get a better sense of your personal wealth picture.
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.
