Matthew Flotteron
Advisor at Merrill
Updated today
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.
About
Matthew Flotteron is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized strategies focused on retirement planning, cash flow optimization, and tax-efficient wealth accumulation. In addition to client advisory duties, Matthew contributes to the group’s investment strategy through equity research and portfolio design.
Matthew holds the Certified Plan Fiduciary Advisor (CPFA) designation and serves as a Portfolio Manager in Merrill’s Investment Advisory Program, allowing him to design and manage investment portfolios tailored to clients' goals, risk tolerance, and financial situations. Before joining Merrill in 2017, he founded and managed several businesses, gaining experience in accounting, insurance, tax, and retirement planning. He earned a Bachelor of Science in Business Administration with concentrations in Finance and Management Information Systems and a minor in Economics, as well as a Master of Accountancy, both from the University of Vermont’s Grossman School of Business.
Outside of his professional work, Matthew divides his time between Stowe, Vermont, and Eastern Long Island with his wife and their dog. He enjoys adventure sports including skiing, biking, boating, fishing, hiking, hunting, surfing, tennis, as well as music. Matthew and his wife support the American Red Cross with a focus on disaster relief efforts.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Income planning
Tax-loss harvesting
Wealth management
Occupation focus
Founder/Business Owner
Work history
Bank Of America, N.A.
2017 - Present (9 years)
Peconic Jet Ski LLC
2014 - 2017 (3 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Sara L
Series 66
Morrisville, VT
Edward Jones
Alexander A
Series 66
Stowe, VT
Edward Jones
William B
Series 63, Series 66
Stowe, VT
Merrill
William Barton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 26 years of experience in the financial services industry, providing clients with personalized wealth management strategies and financial planning. William focuses on assisting clients with complex decisions, including retirement and education planning, business transactions, family legacy structuring, and tax minimization. He holds a Bachelor's Degree from Susquehanna University and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). William is also a member of the CFA Institute of Boston and the Financial Planners Association. Outside of his professional role, William enjoys spending time with his family and engaging in activities such as skiing, golfing, mountain biking, and hiking.
John Y
Series 63, Series 66
Morrisville, VT
Edward Jones
Caren M
Series 66
Stowe, VT
Edward Jones
Adam L
CFP®, Series 66
Stowe, VT
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")