Matthew Thorne
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 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.
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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