Merrill Lynch Financial Advisor Matthew Brosey

Merrill Lynch Financial Advisor Matthew Brosey is a Financial Planning Firm in Mt Pleasant, SC. Matt has been a financial advisor for 25 years and joined Merrill Lynch Wealth Management in 2009. He holds the Chartered Retirement Planning Counselor designation. Matt works with a select group of clients to help them grow, preserve, and ultimately pass on their wealth. This process involves managing cash flow and investment portfolios, as well as liabilities with tax efficiency in mind. Insurance and estate planning services are utilized to structure wealth transfer to the next generation. Matt is a graduate of Indiana University. He resides in Mount Pleasant with his wife Ashley and two children, Henry and Mimi. His mission is to understand what matters most to clients. He helps design and implement a personalized plan intended to help families pursue financial goals while managing investment risk. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America. It holds a rating of 4.00 based on 1 reviews.

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