Matt Tarin began his career in financial services in 2008 and joined Merrill Lynch Wealth Management in 2012. As a Financial Advisor, he uses his substantial knowledge to quarterback financial goals for a broad range of affluent individuals and families, with an emphasis on business owners and corporate executives.
Matt’s approach to managing wealth begins by understanding what his clients are truly trying to accomplish. He then utilizes a wealth allocation framework to develop a strategy that will position a portfolio for their specific goals, timelines, income needs and risk temperament. This helps provide a structure that segments their wealth into three distinct objectives according to their unique goals and risk profile.
As the son of a business owner, Matt understands the unique challenges and responsibilities of running a business and can offer a variety of strategies, including access to cash and liability management, lending strategies, retirement plan strategies, business succession, acquisitions, and insurance.
Matt is also well versed in assisting corporate executives manage their complex compensation packages. He aims to develop a sound approach to manage an executive’s holdings and offer diversification strategies centered around tax considerations and risk mitigation that such concentration can present.
Having a brother who is autistic, Matt is very active in the special needs community. He has a personal understanding that particular care is required in developing wealth management strategies for families of loved ones with special needs. He finds fulfillment by working with various autism-advocacy organizations in the Long Island area.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he holds the Certified Plan Fiduciary Advisor® (CPFATM) designation.
Matt received his bachelor’s degree in Finance from Stony Brook University’s College of Business in New York. He resides in Nassau County, New York where he enjoys music, fitness, traveling, reading and spending time with his wife, Susan.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
