Matthew Thorne

Advisor at Merrill

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Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

Gainesville, GA 30501

About

Matthew Thorne is a Financial Advisor with Merrill Lynch Wealth Management, serving clients through Merrill Financial Solutions. He works closely with individuals and families to understand their priorities and develop strategies to pursue financial goals across short-, mid-, and long-term horizons. His approach includes ongoing advice and guidance, adapting strategies as clients' needs evolve. Additionally, he facilitates access to specialists for banking, credit, home financing, and small business solutions through Bank of America.

Matthew’s areas of focus include family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. He draws on his background as a Personal Investment Advisor (PIA) to help clients navigate complex financial decisions and competing demands such as retirement planning, funding education, and healthcare preparedness. Matthew holds a bachelor's degree from the United States Air Force Academy and is an Air Force veteran.

Outside of his professional role, Matthew is a husband and father with personal interests that include baseball, football, golfing, reading, and spending time with his family.

Expertise

General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer College savings (529s, UTMA, etc.)

Occupation focus

Military & Veterans

Demographic focus

Parents Sandwich Generation Established Professionals

Work history

Bank of America, N.A.

2024 - Present (2 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2024 - Present (2 years)

Morgan Stanley

2023 - 2024 (1 year)

JPMORGAN Securities LLC

2019 - 2023 (4 years)

JPMorgan Chase bank NA

2019 - 2023 (4 years)

United States Air Force reserves

2018 - Present (8 years)

JPMorgan Chase bank NA

2018 - 2019 (1 year)

United States Air Force

2013 - 2018 (5 years)

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