Matthew Roberts is a Financial Advisor at Merrill Lynch Wealth Management, serving as the first point of contact and trusted confidant for clients and their families. He and his team manage every aspect of clients' financial lives, delivering a comprehensive service aimed at providing lasting financial security and building generational wealth. Matthew's expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, and tax minimization. His approach incorporates robust investment management, tax optimization strategies, retirement and income planning, estate and legacy coordination, lending solutions, and ongoing financial guidance. He holds a Bachelor's degree from the University of South Carolina System and earned his CERTIFIED FINANCIAL PLANNER (CFP) designation. Matthew treats every client relationship with the same care and attention he would give to his own family. His personal interests include football, golfing, music, pickleball, skiing, spending time with family, swimming, tennis, traveling, and volleyball.