Matt Tarin

Matt Tarin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch in 2012. Matt works with a diverse client base including affluent individuals, families, business owners, and corporate executives, focusing on helping them achieve their financial goals through tailored wealth management strategies.

Matt’s expertise encompasses business succession planning, retirement plan strategies, lending strategies, and managing complex executive compensation packages with an emphasis on tax considerations and risk mitigation. His approach is grounded in understanding clients’ objectives and risk tolerance to structure portfolios aligned with their timelines and income needs. As a son of a business owner, he provides insights into the challenges of running a business and delivers specialized solutions such as cash and liability management and insurance. He is also active in the special needs community, drawing on personal experience to assist families with special needs planning, and supports autism advocacy organizations in the Long Island area.

He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®) designations. Matt earned his bachelor's degree in Finance from Stony Brook University’s College of Business, completed additional financial planning studies at the College for Financial Planning, and holds an associate degree from Briarcliffe College. He is a member of the Bank of America Long Island Regional Council. Residing in Nassau County, New York, Matt enjoys music, fitness, traveling, reading, and spending time with his wife, Susan.