Matt Flotteron

Vice President, Senior Financial Advisor - Portfolio Manager

Sixty Lake Street
Burlington, VT 05401
802.660.1052
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My financial planning process puts you and your goals front and center.
Profile

Matthew Flotteron is a Senior Financial Advisor with The Flotteron Group at Merrill Lynch Wealth Management who provides dynamic, personalized investment advice and long-term planning to individuals, families and small businesses. Matthew leverages over 30 years of experience of the Flotteron Group, a team with a proven track-record of excellence.

"The age old question: will I outlive my money? My individualized approach focuses on both the macro and micro aspects of your life," explains Matthew. "Whether it be starting a business or saving for retirement, I take a vested interest in making sure you never have to ask yourself hard questions about the future," he concludes. Matthew is a Portfolio Manager in Merrill's Investment Advisory Program - enabling him to help clients pursue their objectives by managing on a discretionary basis his own Personalized and Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. 

Prior to joining Merrill, Matthew developed and managed several businesses, which provided a strong foundation in topics such as accounting, tax, insurance and retirement planning (1). He received his undergraduate degree from the University of Vermont in Business Administration with a double concentration in Finance and Management Information Systems and a minor in Economics. Matthew also received his Masters in Accounting from the University of Vermont. An avid skier and outdoorsman, he resides in Stowe, Vermont.

 
(1) Matthew does not provide any legal or tax advice in his role at Merrill
Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

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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Matthew Flotteron is registered to do business in AK, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, SC, TX, UT, VA, VT, WA.