Matthew Lake Brown
Advisor at Merrill — Lisle, IL Warrenville Rd
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.
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 63, Series 66
Experience Industry experience
29 years
Location
Lisle, IL 60532
Merrill
Institution
Matthew Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial objectives and develop strategies to pursue their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and emergency savings. Additionally, he offers clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America.
Matthew holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Roanoke College. His approach centers on helping clients identify what matters most to them and their families in order to tailor financial strategies that align with their priorities.
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.
Lisle, IL Warrenville Rd
3333 Warrenville Rd
Lisle IL 60532
Advisors at this office
36
Illinois · Texas
29 years of industry experience
Bank of America, N.A.
2025 - Present • 1 year
Lisle, IL
Merrill
2024 - Present • 2 years
Lisle, IL
Morgan Stanley
2022 - 2024 • 2 years
Lisle, IL
IHT Wealth Management LLC
2020 - 2022 • 2 years
Chicago, IL
LPL Financial
2020 - 2022 • 2 years
Elgin, IL
The Huntington National bank
2019 - 2020 • 1 year
Naperville, IL
The Huntington Investment Company
2018 - 2020 • 2 years
Columbus, OH
The Huntington National Bank
2018 - 2019 • 1 year
Hinsdale, IL
Scottrade
2014 - 2018 • 4 years
St Charles, IL
PNC Wealth Management
2013 - 2014 • 1 year
IL
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")