Matt joined Merrill Lynch Wealth Management in 2006, and became a part of the group in 2007. He earned a bachelor’s degree in economics and mathematics from Eastern Michigan University. Matt brings his market and economic knowledge to the group and is responsible for analyzing client portfolios, helping clients create financial strategies and making recommendations designed to enhance client return while striving to minimize risk.

He holds the Certified Investment Management Analyst (CIMA^®) designation.

He has been recognized by Forbes in its list of “Top 250 Next-Generation Wealth Advisors” in 2017-2019 (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year), “Top Next-Generation Wealth Advisors Best-in-State” in 2019 (*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published on September 4, 2019. Rankings based on data as of March 31, 2019), “Best-in-State Wealth Advisors” in 2022-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year),"America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 the same year) and "Best-in-State Wealth Management Teams" in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022) as a member of the Locniskar Pursel Bucher Biddinger Group.

He and his wife, Amanda, have three young children. Matt enjoys spending time with his family at their home in Bloomfield Hills, Michigan.




*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are
viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 the same year.

Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC.  Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Griffin began his career at Merrill in 2010. He provides high-net worth clients with sophisticated wealth management strategies designed to help them achieve their goals while managing risk. He earned his bachelor’s degree in management, with a minor in finance, from Purdue University, where he was the captain of the tennis team his senior year.

He holds the Chartered Retirement Planning Counselor™, CRPC™ designation.

He has been recognized by Forbes in its list of “Best-in-State Wealth Advisors” in 2022-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), "Top Next-Generation Wealth Advisors Best-in-State" in 2022-2023 (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year), "America's Top Wealth Management Teams Private Wealth" in 2022-2023 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth", published annually in November. Rankings based on data as of March 31 the same year) and “Best-in-State Wealth Management Teams” in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022) as a member of the Locniskar Pursel Bucher Biddinger Group.


Griffin enjoys golf, squash and tennis. He and his wife, Jenny, reside in Birmingham, Michigan, with their three children, Cooper, Charlie and Tatum.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published annually in November. Rankings based on data as of March 31 the same year.

Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC.  Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Published on November 7, 2023. Rankings based on data as of March 31, 2023.

2023 Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Adi joined Merrill in 2014. She serves as the team’s business manager. In her role, she is a key contributor in creating strategy and ensuring execution related to multiple metrics and priorities across the team’s business plan and goal deliverables. Her primary focus is the execution of the team’s business development and marketing plans in support of the team’s growth goals. Adi earned her bachelor’s degree in communications from the University of Michigan. She holds the Chartered Retirement Planning Counselor^TM (CRPC^TM) designation. She is a member of the Global Wealth Investment Management (GWIM) Women’s Exchange. She is active in her Armenian community. Adi enjoys playing tennis and traveling. She currently resides in Bloomfield Hills, Michigan.

Angie began her career at Merrill as a wire operator in 1986. She served as an assistant to a district client relationship manager in 1988, rising in 1994 to become operations supervisor for the Michigan District, in Detroit. Angie joined the group in 1996. She handles all aspects of client account administration, including Rule 144 transactions and trade executions. Angie is actively involved in her local chapter of the Society of Saint Vincent de Paul. She and her husband, John, reside in Livonia, Michigan, with their two children.