Groton, CT Office

Matthew Carney serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the team in 2017. He is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor, focusing on areas including executive compensation, equity compensation services, family wealth management strategies, and socially responsible investing. His approach emphasizes personalized financial planning and clear communication to help clients understand their current financial situation and align their strategies with their long-term goals. Matthew holds a Bachelor's degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During his time at St. Mary's, he was a member of the men's varsity lacrosse team and participated in the student-athlete advisor committee, leading community service events and fundraisers for local nonprofits. Outside his professional role, Matthew remains active in alumni associations for St. Mary's lacrosse and The Potomac School. He contributes to community involvement through events such as the St. Mary's College of Maryland men's lacrosse fundraising game for The Wounded Warrior Project. Matthew resides in Washington, DC, and enjoys traveling, attending concerts, and spending time with his family.

James Carney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has led Carney Financial Group as president since 2005 alongside his role at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, third-party asset manager access, and comprehensive adviser support services.