Matthew Turcotte
Advisor at Merrill
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.
Advisor at Merrill
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.
Matthew Turcotte is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides advice and guidance tailored to clients' goals and priorities, focusing on personalized wealth management strategies that consider the full financial picture. He works with individuals, families, and businesses to develop flexible strategies that adapt to changing market conditions and leverage investment insights from Merrill as well as banking and lending solutions from Bank of America.
Matthew’s areas of expertise include corporate benefits, employee benefits planning, executive and equity compensation services, liquidity management, retirement income, personal retirement planning, portfolio management, and small business strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Northern Iowa.
In addition to his professional work, Matthew participates in community volunteer activities consistent with Merrill's tradition of service. His personal interests include adventure sports, baseball, biking, football, golfing, hiking, hunting, running, and spending time with his family.
BANK of AMERICA, N.A.
2020 - Present (6 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - Present (6 years)
Lincoln Financial Securities, Inc.
2019 - 2020 (1 year)
FirstHeartland Financial Group
2019 - 2020 (1 year)
American Eagle Outfitters
2016 - 2017 (1 year)
University of Northern Iowa
2016 - 2019 (3 years)
Dan Deery Toyota
2016 - 2019 (3 years)
Century College
2015 - 2016 (1 year)
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