Matt is a Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management in Houston. His goal is to develop customized wealth management strategies for select individuals, families and businesses. He does this by listening to the goals, objectives, and concerns of his clients and finding strategies for them using his access to the investment resources of Merrill and banking convenience of Bank of America. He joined Merrill Lynch Wealth Management in 2016.

Matt earned his Financial Planning degree at Rice University in 2020, followed by obtaining his CERTIFIED FINANCIAL PLANNER^™ certification in 2021. His studies in finance first began while he was earning his B.B.A. degree in Finance and Marketing at the University of Houston. During his time at UH, he interned with Merrill during the summer of 2015.

Matt is a lifelong Houstonian, having been raised in the suburb of Pearland, Texas. He serves as a mentor to undergraduate students at  UH each semester to help them achieve their professional goals and to prepare them for the transition to the corporate world. He enjoys staying active with recreational golf and basketball, traveling to new parts of the world, and attending UH sporting and social events. He mostly cherishes spending quality time with his family, friends, and cat, Winston.


TSPN Wealth Management Group Services:

Institutional Investor
• Equity compensation plans
• Retirement plan strategies and construction
• Employee education programs
• SEC reporting

Individual Investors
• Retirement Planning Services
• Stock option exercise
• Portfolio diversification
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.