Denise Govoni

Matthew Hart is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He focuses on helping clients achieve sustainable financial independence by developing personalized strategies that align with their priorities and adapt to their changing life circumstances. Matthew works closely with private clients, families, entrepreneurs, founders, and key associates at both public and private companies, particularly addressing the complexities of equity ownership within their overall financial plans. Matthew collaborates with his clients’ professional advisors, including CPAs and estate attorneys, to create integrated strategies focused on mitigating tax liabilities and preserving legacies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor™ (CPFA®) designation. Matthew earned a bachelor's degree in Management from Johnson & Wales University in Rhode Island. Residing in Boston, he has personal interests in cooking, hiking, photography, and traveling.

Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals. She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.