Matt Jewell
,

Vice President, Wealth Management Advisor
NMLS #1588583

800 Capitol St
Houston, TX 77002
713.658.1627
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Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.To see all upcoming events and visit my team website, TSPN Wealth Management Group, please click here.
Profile

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.

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
Kate Walker,

CRPC™

Officer, Business Manager
713.658.1246
Eli Horn
Registered Wealth Management Client Associate
713.658.1219
Tyler Fuqua
Assistant Vice President, Registered Wealth Management Client Associate
713.658.1280
Mikenzi Bredehoft,

CRPS™

Registered Wealth Management Client Associate
713.658.1267
L Quinn Looper
Registered Wealth Management Client Associate
713.658.1426
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.
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
Chilel Khan
Wealth Management Banking Specialist
Merrill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Matthew Jewell is registered to do business in AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY.