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
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.
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.
