Matt began his financial services career in Philadelphia with THE TODD ORGANIZATION® and Northwestern Mutual®, where he focused on Wealth Management and Executive Benefits Consulting. Matt joined Merrill in 2004.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Chartered Retirement Planning Counselor™, CRPC™, a designation earned from the College for Financial Planning Institutes Corp. and a member of the Financial Planning Association®.
Matt can act as a co-fiduciary for Employer Sponsored Retirement Plans. His Retirement Plan credentials include his designations as a Retirement Accredited Financial Advisor (RAFA) as well as a Certified Plan Fiduciary Advisor, CPFA®, a designation earned from the National Association of Plan Advisors (NAPA).
Matt is experienced in implementing portfolio strategies designed to help clients reach their goals. He is a qualified Portfolio Manager in the Merrill Investment Advisory Program. As a Portfolio Manager, Matt can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Matt and his wife live in Bucks County with their six children.
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.
