Waitsfield, VT Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,099 offices

Clients per advisor

70

Very Low

Avg AUM per client

$860,085

Very High

HNW client ratio

29%

High

Location

Waitsfield VT

Advisors at this office

1

Advisors at this office

Matthew C

Series 63, Series 65

Waitsfield, VT

Merrill

Matthew Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. In his role, he provides personalized financial advice and portfolio management, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Matthew works closely with clients to develop customized strategies that may include hedging and monetizing concentrated or restricted stock positions. His approach involves a disciplined process focused on understanding clients' unique financial goals and life circumstances to create comprehensive wealth management plans. Matthew’s areas of expertise encompass college education planning, retirement and estate planning, executive compensation, philanthropic and socially responsible investing, tax minimization, and managing new wealth. He holds a BA in Economics and Finance from Bentley University and the CRPC™ designation from the College for Financial Planning. Additionally, he has been recognized as a Personal Investment Advisor (PIA). Beyond his professional responsibilities, Matthew has contributed to the community through his service on the Board of Trustees for the Massachusetts Chapter of the Leukemia & Lymphoma Society. He also supports Hannah's House. His personal interests include adventure sports, baseball, cooking, golfing, music, reading, running, skiing, surfing, and traveling.

Wealth management Retirement income strategy Charitable giving & philanthropy Retirement withdrawal strategies ESG / Sustainable investing
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