Matt Rafferty
,
First Vice President, Wealth Management Advisor
NMLS #1189812
724 West Lancaster Ave
Wayne, PA 19087
610.687.7578
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"In investment management, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing and adhering to appropriate investment policies over the long term - policies that position the portfolio to benefit from riding with the main long-term forces in the market." - Charles Ellis
Profile

As a member of the Rohr Group, Matt focuses on pre-and post-transaction advice, estate planning, family legacy planning, philanthropic planning and access to structured credit through Bank of America. Matt is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Matt is a graduate of Georgetown University and holds a number of professional designations including CERTIFIED FINANCIAL PLANNER™, CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Chartered Alternative Investment AnalystSM, CAIA®, Chartered SRI Counselor™, CSRIC™ and Certified Plan Fiduciary Advisor designation. Matt focuses on providing a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments for a variety of clients. Matt offers access to fiduciary services with regards to the management of qualified retirement plans. Matt is experienced and trained to provide a broad-based range of alternative investments which covers the main areas of hedge funds, private equity, commodities, real estate and managed futures. 

Matt is proud to be Named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2023 (Published on August 8, 2023. Rankings based on data as of March 31, 2023.) as well as Named to the 2023 Forbes "America’s Top Wealth Management Teams Private Wealth" list(Published annually in November. Rankings based on data as of March 31 the same year.) as a member of the Rohr Group team. 

Matt has also been recognized by Barron's Magazine as one of the "Top 100 Private Wealth Management Teams" as a member of the Rohr Group team. (Published on April 14, 2023. Rankings based on data as of December 31, 2022.*)

Matt and his family reside in Fort Washington, PA.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

*2023 Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*2023 Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*2023 Barron’s “Top 100 Private Wealth Management Teams” list. Rankings are based on the opinions of Barron’s which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron’s does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Recognition
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Forbes "America’s Top Wealth Management Teams Private Wealth", 2023
(Published on November 7, 2023. Rankings based on data as of March 31, 2023.)
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About Me
Welcome

It is my belief that investment recommendations can be hollow absent a full understanding of you and your family's financial situation. Our conversation discussing your specific goals and timelines drives our investment management process. You and your family will receive a tailored, disciplined investment approach aligned toward your unique goals and time horizons.

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.
Christopher Caradec
Wealth Strategies Advisor
Jonathan Torres
Wealth Management Banking Specialist
Michael Perticari
Senior Wealth Management Lending Officer
NMLS #535721
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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CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
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 SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Matthew G Rafferty is registered to do business in AZ, CA, CT, DC, DE, FL, GA, IL, IN, MD, ME, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA.