Matthew Colflesh
,
First Vice President, Wealth Management Advisor
724 West Lancaster Ave
Wayne, PA 19087
610.687.7942
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I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Profile

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.

Meet Our Professional Staff
Margaret D'Agostino
Registered Senior Wealth Management Client Associate
610.687.7970
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Erica Dugan
Structured Credit Executive
Aileen T. Takio
Employee Benefits Specialist
Christopher Caradec
Wealth Strategies Advisor
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Matthew Colflesh is registered to do business in AL, CA, CO, DE, FL, GA, IL, IN, MA, MD, NC, NJ, NY, OK, OR, PA, SC, TX, UT, VA, WA.