Matt has been working with Merrill Lynch Wealth Management in the Pensacola, Florida office since February 2010. As a Senior Financial Advisor who helps clients with a wide range of wealth management needs, he focuses on developing individualized long term strategies for physicians and small business owners throughout the Gulf Coast. Matt takes an objective approach, tailoring each plan in an effort to enhance, preserve and transfer family wealth. Utilizing the resources from Merrill as well as the banking services of Bank of America, Matt utilizes specialists in order to provide his clients with a tailored approach to wealth management. Investments are only one area that he focuses on alongside of Treasury Management, Retirement Strategies, Financing, Equipment Leasing and Merchant Services. In his free time, Matt enjoys hockey, golf and skiing and donates his time to The First Tee of Northwest Florida where he serves on the Board of Directors. He lives in Pensacola, FL with his wife and two children. Banking and lending services provided by Bank of America, N.A. CRPC and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.