Matthew Kucera
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.
About
Matthew Kucera is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1982 after earning a Bachelor of Science degree in Finance from the College of Business at Florida State University. Matthew has over 35 years of industry experience in financial advisory services.
His expertise includes providing customized wealth management strategies, retirement planning, estate planning, and investment portfolio management. Supported by specialists and top-rated research, Matthew holds FINRA registrations Series 3, 5, 7, 63, and 65. He also holds the professional designation of Personal Investment Advisor (PIA).
Matthew serves as an advisor for family foundations, private school boards, and community-based organizations. Outside of his professional activities, he is an avid golfer and tennis player. Matthew and his wife, Sue Ann, reside in Merritt Island with their three children.
Client services
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
General retirement planning
General estate planning guidance
Retirement income strategy
Retirement withdrawal strategies
Work history
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1982 - Present (44 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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Sharon C
Series 63, Series 66
Boone, NC
Edward Jones
Jason S
Series 66
Boone, NC
Edward Jones
Javan B
Series 66
Boone, NC
Edward Jones
Jonathan D
Series 65
Boone, NC
E2I Financial Group, LLC
Sterling B
Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Jean Louis G
Series 63, Series 65, Series 66
Boone, NC
RCX Capital Group Advisors, LLC
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