Matthew Currie
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 Currie serves as the Resident Director and Wealth Management Advisor with ARH Wealth Management Group at Merrill in Athens, Georgia. Since joining the team in 2013, he has developed extensive expertise in retirement plans and is part of a select group of Merrill advisors qualified to assist business owners with employee benefit plan design and maintenance. In 2023, Matthew was appointed Resident Director, adding office management responsibilities to his advisory role. He was also recognized as a member of the ARH Wealth Management Group on the 2023 Forbes “Best in State Wealth Management Teams” list.
Matthew’s areas of focus include executive compensation, family wealth management strategies, institutional and corporate benefit services, legacy planning, liquidity management, portfolio management services, and tax minimization. His professional designations include CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor’s degree in Business Management from the University of Georgia.
Outside of his professional work, Matthew is active in the Athens and Oconee County communities, coaching Little League baseball and youth basketball and serving on the board of Mercy Health Center. He resides in Oconee County with his wife, Sarah, and their three children. Matthew enjoys golfing, playing guitar, songwriting, running, and reading in his spare time.
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2013 - Present (13 years)
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