Matthew Howell
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Scottsdale, AZ 85254
Credentials
Series 65, Series 66
Industry experience
28 years
About
Matthew Howell is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial advisory services since 1996. He works alongside partners Rupert Watson and Brad Stouffer, as well as Registered Wealth Management Client Associates Jo Ann Loubet, Sue Appleby, and Chloe Zaft. Together, they bring over 100 years of combined investment experience to their clients in the Scottsdale area.
Mr. Howell holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from the University of Iowa. His expertise includes college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning.
Committed to community involvement, Mr. Howell volunteers with Family Housing Resources in Tucson, Arizona, and previously contributed as a Big Brother with Big Brothers Big Sisters of Central Arizona. Outside of his professional work, he has an interest in adventure sports and outdoor activities such as mountain biking, skiing, backpacking, and mountaineering.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
Social Security optimization
Demographic focus
Women Professionals
Women's Finance
LGBTQIA
Location
14636 N Scottsdale Rd
Scottsdale, AZ 85254
Most active in
Matthew H has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Texas
Work history
Bank of America, NA
2009 - Present (17 years)
Merrill
1997 - Present (29 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Scott C
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Ryan B
Series 65
Phoenix, AZ
Betts LLC
David M
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Nicholas G
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Joel K
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Sam D
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")