Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Matthew Mehigan is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients for eight years. In this role, he works with a diverse client base—including business owners, affluent families, entrepreneurs, and executives—to develop personalized financial strategies aimed at achieving their financial and personal goals. Matthew is part of the Tumaneng & Thompson Group, which has over 20 years of experience helping clients plan for retirement, legacy, education, tax minimization, and socially responsible investing, among other areas.
Matthew earned his bachelor's degree in Economics from the University of Oregon before relocating to San Francisco to join his current firm. In July 2022, he earned the CERTIFIED FINANCIAL PLANNER™ certification, reflecting his commitment to professional standards and thoughtful wealth management. Additionally, he holds the Personal Investment Advisor (PIA) designation.
Outside of his professional work, Matthew is involved in community organizations including JOIN and the Oregon Food Bank. His personal interests include baseball, basketball, bowling, camping, cooking, golfing, music, reading, swimming, and spending time with his family.
Bank of America, N.A.
2018 - Present (8 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2017 - Present (9 years)
University of Oregon
2016 - 2017 (1 year)
Merrill Lynch
2016 - 2016 (1 year)
University of Oregon
2015 - 2016 (1 year)
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