Matthew Buhrt
Advisor at Morgan Stanley
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 Morgan Stanley
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 Buhrt is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' unique life priorities and financial goals. Matthew works closely with individuals, families, and business owners to develop flexible plans that adapt to changing market conditions and leverage the investment insights of Merrill alongside the banking and lending services of Bank of America.
His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income planning. Matthew utilizes a comprehensive range of services such as financial planning, investment management, tax-efficient growth optimization, education savings, and fiduciary trust services to provide a robust wealth management experience.
Matthew holds a Bachelor's Degree from the University of Illinois and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Outside of work, he has personal interests that include basketball, golfing, music, reading, and spending time with his family.
Morgan Stanley Smith Barney LLC
2026 - Present (1 year)
Bank of America, N.A.
2022 - 2026 (4 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2022 - 2026 (4 years)
Raymond James Financial Services Advisors, Inc.
2021 - 2022 (1 year)
Morton Private Wealth Strategies
2021 - 2022 (1 year)
Northwestern Mutual
2019 - 2020 (1 year)
Topgolf
2018 - 2019 (1 year)
University of Illinois at Urbana-Champaign
2017 - 2021 (4 years)
Orchard Valley Golf Course
2015 - 2017 (2 years)
Aurora Christian Schools
2013 - 2017 (4 years)
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