Matthew Black
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.
Location
Little Rock, AR 72212
Credentials
Series 66
Industry experience
3 years
Matthew Black is a Financial Advisor with Merrill Lynch Wealth Management. He supports clients from diverse backgrounds and financial situations in achieving their investment and financial goals through tailored advice and planning. His areas of focus include retirement planning, estate planning strategies, concentrated stock management, banking and lending solutions, wealth management strategies, as well as small business and corporate retirement or equity plans.
Matthew holds a Bachelor's Degree from the University of Arkansas System and carries several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach centers on providing financial clarity and confidence to help clients make informed decisions aligned with their personal perspectives and priorities.
Outside of his professional role, Matthew is involved with First Tee of Arkansas and enjoys outdoor activities such as golfing, hiking, adventure sports, camping, photography, surfing, tennis, and traveling. He values spending time with his family and is actively pursuing a personal goal of visiting all 63 National Parks.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2200 N Rodney Parham Rd
Little Rock, AR 72212
Arkansas · Texas
Bank of America, N.A.
2022 - Present (4 years)
Merrill
2021 - Present (5 years)
Goosehead Insurance
2020 - 2021 (1 year)
ABC Fitness
2016 - 2020 (4 years)
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Is active or affiliated with:
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Bank
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Trust company
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Real estate agent
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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