Matthew Flotteron is a Vice President, Senior Financial Advisor, and Portfolio Manager with the Flotteron Group.

Since joining the group in 2017, Matt has worked closely with individuals, families, and business owners to create personalized strategies focused on retirement planning, cash flow optimization, and tax-efficient wealth accumulation - always delivered through a deeply tailored, relationship-driven approach. In addition to his client advisory work, Matt plays a key role in shaping the group's investment strategy through equity research and portfolio design to ensure alignment with each client's long-term objectives.

As a Portfolio Manager in Merrill's Investment Advisory Program, Matt holds a designation that affords him the flexibility to design and manage investment portfolios aligned with each client's unique goals, risk tolerance, and financial circumstances. In this capacity, he offers more than traditional investment guidance - crafting tailored strategies that may include individual equities and bonds, Merrill model portfolios, and select third-party investment solutions, all aligned with each client's unique goals, risk profile, and time horizon.

Prior to joining Merrill, Matt founded and managed several businesses, gaining hands-on experience in accounting, insurance, tax, and retirement planning.* This entrepreneurial background continues to shape his holistic, real-world approach to wealth management. He holds the Certified Plan Fiduciary Advisor®, CPFA® designation, reflecting his specialized knowledge in employer-sponsored retirement plans and fiduciary responsibilities. Matt earned both his B.S. in Business Administration - with concentrations in Finance and Management Information Systems and a minor in Economics - and M.S. in Accounting from the University of Vermont's Grossman School of Business.

Outside of work, Matt and his wife divide their time between Stowe, Vermont, and Eastern Long Island, often accompanied by their beloved dog, Otto. A passionate outdoorsman, Matt enjoys skiing, boating, hiking, music, history, car mechanics, and has a lifelong fascination with weather and atmospheric science. He and his wife are proud supporters of the American Red Cross, with a particular commitment to aiding disaster relief efforts.

* Matt does not provide legal or tax advice in his role at Merrill.