Matthew Kale
Vice President, Senior Financial Advisor
NMLS #1767873
96 South George Street
York PA 17401
(717) 771.0008
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Matt, a member of the Merrill team since 2018, brought with him a wealth of experience gained from selling his family business, where he had been a partner for an impressive 12 years. Prior to his entrepreneurial venture, Matt served as a Financial Advisor with New England Securities and M&T Securities.

 

His wealth management philosophy is built on a foundation of attentive listening and a deep understanding of each client's unique needs and aspirations. Matt believes in delivering a comprehensive approach that ensures every strategy is rooted in what matters most to his clients. He currently resides in Spring Grove, PA, with his wife Danielle and their two cherished daughters. Beyond his professional pursuits, Matt finds joy in the worlds of art and golf, and he's deeply passionate about both playing and coaching basketball.

 

In his role as a Wealth Management Advisor, Matt is committed to assisting clients in managing their wealth effectively to meet their individualized needs. His approach remains steadfast in understanding his clients' goals, and he tirelessly works to provide solutions that align with their objectives.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023, 2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me
Welcome

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.

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
Bank of America, N.A.
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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Matthew Kale is registered to do business in CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WA.