Matt Brosey
,

Senior Vice President, Senior Financial Advisor
NMLS #514609

75 Port City Lndg
Mount Pleasant, SC 29464
843.800.6968
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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 has been a financial advisor for 25 years, and joined Merrill Lynch Wealth Management in 2009. He holds the Chartered Retirement Planning Counselor™ designation. Matt works with a select group of clients to help them grow, preserve, and ultimately pass on their wealth. This process involves managing cash flow and investment portfolios, as well as liabilities (personal and home financing through Bank of America) with tax efficiency in mind. Insurance and estate planning services are utilized to structure wealth transfer to the next generation.  Matt is a graduate of Indiana University. He resides in Mount Pleasant with his wife Ashley, and two children, Henry and Mimi.|





Banking products and services provided by Bank of America, N.A.

Matthew Brosey NMLS ID: 514609

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.

Meet Our Professional Staff
Mallory Smith
Officer, Registered Wealth Management Client Associate
843.800.6974
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.
Jenna Anderson
Wealth Management Banking Specialist
Merrill
Deborah S Smith
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505114
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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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 Brosey is registered to do business in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MI, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV, WY.