Matthew Buhrt

Advisor at Morgan Stanley

Updated today
Morgan Stanley logo

Firm

Morgan Stanley

Location

Geneva, IL 60134

Credentials

Series 66

Industry experience

4 years

About

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.

Expertise

Wealth management Retirement income strategy Life insurance needs analysis Long-term care insurance Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive Doctor or Medical Professional

Demographic focus

Established Professionals Parents Married/Couples/Partners

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)

Tim C

CFP®

Geneva, IL

Rhodo Wealth Management LLC

I launched my firm in July of 2024 to continue working with my clients on my own terms. I work with a wide range of types of clients. However, most of my clients tend to fit into a few archetypes; wealth accumulators, wealth distributors, and business owners. The clients I work with benefit when we take a comprehensive approach to their financial picture. Each client receives assistance with retirement planning, investment management, tax planning, insurance/estate planning, and behavioral finance. Does your situation feel familiar? - Accumulator - These clients come to me after some early career success or receiving a windfall (i.e inheritance or large cash distribution). I help clients navigate their financial life from now until retirement and beyond. In many cases this can be 25+ years in the future. I help ensure that you are doing the correct actions each year to build your wealth and enjoy your time and money now... - Distributor - Clients in this stage of their life have regularly saved in their employers retirement plan or independently over their working career. Now that retirement is looming or in motion, you need a plan to distribute your assets and pay your bills. We work together to prepare a distribution plan that coordinates social security, pensions, and distributions from retirement accounts to be the most tax efficient as possible. You've saved all this time, now it is time to enjoy! - Business Owners - My business owner clients fit into a combination of accumulation and distribution. Wherever your business is, we will navigate growing, preserving, and distributing the assets through the lifetime of your business. I am proud to be a fee-only, fiduciary, Certified Financial Planner™️ practitioner in my day-to-day working life. Outside of work you can find me spending time with my wife and kids, playing golf/basketball, and enjoying the Fox River Valley where we have set our roots. I can be reached directly at tim@rhodowealth.com or at www.rhodowealth.com for more information. Thanks!

Retirement income strategy Business exit / sale strategy Business succession planning Executive Gen X (Born 1965-1980)

Hayde A

Series 63, Series 66

Aurora, IL

Fidelity

Hayde Antonio is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, Hayde works closely with clients to develop personalized financial plans tailored to their unique needs, utilizing Fidelity's technology and resources. Prior to joining Fidelity, Hayde gained extensive experience as a Private Client Banker at JP Morgan Chase from 2007 to 2020. This background provided a strong foundation in client relationship management and financial services. Outside of work, Hayde engages in various personal interests including family activities, gardening, music, traveling, and volunteering.

Wealth management

Brian S

Series 66

Schaumburg, IL

Fidelity

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

General retirement planning Wealth management Long-term care insurance College savings (529s, UTMA, etc.) Parents

Jeremy K

Series 66

Hoffman Estates, IL

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Inheritance planning Business ownership considerations Founder/Business Owner

Tyler S

Series 66

Elgin, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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