David Stanley
Matt Stanley is a Senior Vice President and Private Wealth Manager with Merrill Private Wealth Management in Palo Alto, California. Matt provides in-depth advice and guidance to high-net-worth individuals and families, helping them pursue steady progress toward their unique goals, priorities, and long-term aspirations. He appreciates each client’s story – both what they have achieved, and what they hope to accomplish, for themselves, their family members, and the people and causes they cherish. Matt combines technical knowledge and insight with a natural affinity for people and their priorities, advancing steady momentum toward a more cohesive financial framework for each client and family.
Matt has particular depth catering to the wealth management needs of private equity and venture capital principals, entrepreneurs, academics, and other accomplished professionals. Persistent by nature, he is skilled in unwinding the complexities that significant wealth can entail. Some clients look to him to clarify the intersection of their personal and professional finances. Other clients seek to delegate the management of their financial affairs so they can focus on time-sensitive opportunities or personal passions. Still others look to foster strong stewardship across generations, looking to Matt, partner Annie Etchegoyhen, and their team to provide continuity and direction over a long-term horizon. Matt is privileged to build enduring client relationships founded on mutual trust. He believes his team offers a different caliber of service and responsiveness, grounded in appreciation for the clients they serve.
Matt began his financial services career in 2003 and has worked at the firm since 2007. Originally from Marin County, California, Matt earned his Bachelor’s degree in Economics from Bucknell University, where he was a four-year member of the football team. Committed to ongoing professional development, he holds a number of wealth management designations, including the Certified Plan Fiduciary Advisor, CPFATM designation, the Chartered Financial Consultant® (ChFC®) designation, and the Chartered Retirement Planning Counselor, CRPC® designation.
Active in the community, Matt has served as a volunteer coach for youth baseball and basketball, and supports a number of area organizations. He and his wife Annie have three children. In his free time, Matt enjoys spending time with his family and friends, especially outdoors. His interests include golfing, cooking, and traveling.
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.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
