Advisor at Merrill
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Matthew Nathan is a Financial Advisor with Merrill Lynch Wealth Management who focuses on helping families and businesses achieve their financial goals. He works closely with clients to understand their unique priorities and develop personalized financial strategies that address short-, mid-, and long-term objectives. Matthew provides guidance on a range of topics including investing, retirement planning, and managing unexpected expenses, and offers access to Bank of America specialists for additional financial services.
His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, as well as socially responsible, values-based, and ESG investing. Matthew holds the Personal Investment Advisor (PIA) designation and obtained his high school diploma from Bruton High School.
Outside of his professional work, Matthew engages in horseback riding, hunting, rock climbing, and spending time with his family. His approach emphasizes working one-on-one with clients to create financial plans tailored to their personal and family goals.
bank of America, N.A
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Vapeology
2014 - 2019 (5 years)
CFP®, Series 66
Hopewell Junction, NY
Edward Jones
Series 63, Series 66
Poughkeepsie, NY
Edward Jones
Series 66
Hyde Park, NY
Edward Jones
Series 66
Beacon, NY
Edward Jones
CFP®, Series 66
Beacon, NY
Edward Jones
Series 66
Fishkill, NY
Edward Jones
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