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}