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.
Credentials
Series 66
Experience Industry experience
15 years
Location
Savannah, GA 31411
Merrill
Institution
Matthew Amman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2011 after spending 15 years providing professional services to high-net-worth clients in the construction industry's land development sector. He holds the Certified Private Wealth Advisor® designation and is a Senior Vice President, Wealth Management Advisor, overseeing individual client services as well as coordinating financial advisor training for the Southeast Coastal Market. His approach includes building personalized financial strategies and managing custom investment portfolios to assist clients in pursuing their long-term financial goals.
Matthew earned a B.S. in Civil Engineering from the University of Central Florida and an M.B.A. in Finance with the Beta Gamma Sigma designation from Florida State University. He is also certified as a Certified Exit Planning Advisor, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. In addition to traditional advisory services, he is qualified to manage investment strategies on a discretionary basis through Merrill's Investment Advisory Program.
Outside of his professional work, Matthew has been active in community service, serving on the Board of Directors for the Coastal Conservation Association and the YMCA of Coastal Georgia. He has volunteered with organizations such as Junior Achievement, South University, and The One Hundred Children's Foundation. Matthew resides in Savannah, Georgia, with his wife and three daughters and enjoys outdoor activities including baseball, boating, fishing, football, golfing, running, skiing, surfing, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Savannah, GA Skidaway Village Sq
3 Skidaway Village Sq
Savannah GA 31411
Advisors at this office
28
Georgia · Texas
15 years of industry experience
BANK of AMERICA, N.A.
2011 - Present • 15 years
Savannah, GA
Merrill Lynch, Pierce, Fenner And Smith Incorporated
2011 - Present • 15 years
Savannah, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Savannah, GA
RL Wright & Associates, LLC
Richard Wright is the principal of R.L. Wright & Associates, LLC in Savannah, GA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Wright has worked with multiple firms, including Hubric Tax Retirement Planning Consultants, Coastal Tax Centers, and his own advisory and insurance businesses. He also manages a tax preparation business and acts as an insurance agent in a separate capacity. R.L. Wright & Associates, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and qualified employer-sponsored plans. The firm customizes investment strategies to client objectives, offers periodic reviews, and may recommend and monitor third-party managers.
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
John McVeigh is the sole advisor at Upland Capital Management, LLC, an independent firm based in Savannah, GA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, having been with Upland Capital since its founding in 1995. Upland Capital provides discretionary portfolio management and project-based investment consulting to a select group of individual and institutional clients, including pensions, trusts, estates, charitable organizations, and corporations. The firm follows a disciplined, absolute-return oriented process guided by a written Investment Policy Statement, with an emphasis on income and structured fixed-income analysis informed by extensive institutional experience.
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
William Chisholm Jr. is the sole advisor at Tidewater Wealth Advisors in Savannah, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has led Tidewater Wealth Advisors since 2010 and has been associated with Tidewater Investors LLC since 2009. Tidewater Wealth Advisors is an independent investment adviser serving a select group of individual, trust, estate, and small-business clients with discretionary portfolio management. The firm employs a strategic asset allocation approach that combines fundamental and technical analysis and offers access to third-party model portfolios incorporating institutional funds and alternative holdings. Tidewater integrates traditional and complex investment strategies while maintaining a boutique, streamlined operational model and limited custody.
CFP®
Savannah, GA
Abacus Wealth Factors, LLC
Marvin Jackson is a CFP® professional with 11 years of industry experience. He is the sole advisor at Abacus Wealth Factors, LLC and has been associated with Alpha Financial Management since 2013. Abacus Wealth Factors is a fee-only advisory firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach based on Efficient Market and Modern Portfolio theories, emphasizing strategic asset allocation, global diversification, and primarily passive investment vehicles.
Series 65
Savannah, GA
Constant CashFlow, LLC
Brett Lewis is a Series 65-credentialed financial advisor based in Savannah, GA, with one year of experience at Constant CashFlow, LLC. Prior to advising, he has worked at Mohawk Industries since 2012. He is also licensed to sell insurance. Constant CashFlow, LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm uses a mix of charting, fundamental, quantitative, and technical analysis, focusing on equities, ETFs, fixed income, and non-U.S. securities.
CFA®, Series 63
Savannah, GA
VDB Wealth
Andrew Vandenberg is a CFA® charterholder and Series 63 licensee based in Savannah, GA, with one year of experience in the financial advisory industry. He founded VDB Wealth LLC in 2025 after prior roles at Submittable, WeHero, Kingfish Group, and Ocean Road Advisors. VDB Wealth LLC is a small, independent advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory to create tailored portfolios and uses a range of investment strategies, including venture capital/private placements and uncovered options.
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