Matthew Potter embarked on his journey in the world of finance with an insatiable curiosity and a drive to empower others financially. Born and raised in Morristown TN, Matthew attended high school at Morristown East and then attended East Tennessee State University where he earned his bachelor's degree in political science.
Matthew has been an advisor in the industry for over eight years and he has had the privilege of serving Merrill clients for the last five years. After graduating college and obtaining his investment licenses, Matthew joined Merrill Lynch Wealth Management, where he quickly established himself as a trusted advisor known for his strategic insights and unwavering commitment to his clients' financial well-being. With a keen understanding of market trends and a focus on behavioral investment counseling, Matthew has guided countless individuals, families, and businesses towards their financial goals.
Throughout his career, Matthew has remained dedicated to continuous learning and staying abreast of industry developments. Matthew earned the Chartered Retirement Planning Counselor™ designation in 2024 and continues to devote time to learning and improving his craft. His knowledge of behavioral wealth management has earned him the respect of his peers and the gratitude of his clients.
Outside of the office, Matthew is an avid advocate for financial literacy, conducting seminars and workshops to educate individuals on the importance of financial planning. He believes that everyone deserves access to the knowledge and tools necessary to make good decisions and achieve financial security and independence. Matthew's unwavering dedication to his clients, combined with his passion for empowering others, has solidified his reputation in his local community as a leader of financial empowerment. As he continues to navigate the ever-changing landscape of the financial world, Matthew remains committed to helping others build brighter financial futures.
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.
Welcome
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.
