We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
5
Matt is a seasoned, global financial professional, with over 30 years of capital markets experience. He is a conscientious and trusted private wealth advisor, helping successful clients across their Family, Business and Wealth needs. He is a Managing Director and Private Wealth Advisor at Merrill. Matt has been recognized on Forbes “Best-in-State Wealth Advisors” list in 2022-2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year.)* and Barron’s America’s Top 1200 Advisors: State-by-State list in 2022-2024 (Published annually in March. Rankings based on data as of September 30 of prior year)** and Forbes "Best-in-State Wealth Management Teams" in 2024 (Published on January 9, 2024. Rankings based on data as of March 31, 2023)***
During his professional career, Matt has participated in the full spectrum of capital markets activities, including advising companies, institutional investors, and individuals, while working as an investment banker, institutional equity salesperson, investor relations officer, wealth management leader, and private banker. He has advised on hundreds of liquidity events including M&A transactions, recapitalizations, and public equity offerings.
In addition to Matt’s deep professional experience in the financial sector, he is also able to see things from a client’s perspective, given firsthand experience watching his family’s business grow from start-up stage through an Initial Public Offering, along the way facing and participating in critical family, wealth, estate planning, philanthropic, corporate, and investment banking decisions. As a result, Matt is able to sit on the same side of the table with clients as a trusted advisor.
Prior to joining Merrill, Matt was a Managing Director of UBS, with senior leadership assignments in the US, Switzerland, and Hong Kong. Matt managed the Greater China ultra-high-net-worth private banking effort, a business which serviced individuals with a minimum net worth of $50 million. He was a member of the Global Ultra High Net Worth Management Committee, and Head of Enterprise Client Coverage for Greater China. Prior to moving to Hong Kong, Matt was the Global Head of Investor Relations, based in Zurich, Switzerland, where he worked directly with the executive management team, and served as UBS’ primary spokesperson to investors. He served on UBS’ Group Disclosure Committee, Chief Communications Committee, and Senior Leadership Council.
Matt graduated with a B.S. in Commerce (“With Distinction”) from the University of Virginia’s McIntire School of Commerce, and later earned an M.B.A. (“With Honors”) from the University of Texas at Austin. He was awarded the Certified Private Wealth Advisor (CPWA®) designation by the Investments & Wealth Institute™ (The Institute) after successfully completing course work in advanced wealth management strategies at The University of Chicago Booth School of Business.
Outside of work, Matt enjoys spending time with his wife and two children, and participating in a wide range of community activities. He has served on a variety of boards and committees including, Harpeth Hall School, UVA McIntire School of Commerce, The Land Trust for Tennessee, United Way U.S. Council on Tocqueville, The Legion Fund - 5th Special Forces Group and Alive Hospice. Matt is a Graduate of Leadership Nashville.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings 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). 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. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
**Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
***2024 Forbes “Best-in-State Wealth Management Teams” 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.
Keegan Haines joined Merrill in 2019 after graduating from Arizona State University, and is currently working as a Wealth Management Specialist. Keegan has 4 years of financial industry experience working with a high performance team and small business owners. Keegan provided support to Bank of America’s small business owners during the Covid-19 pandemic by guiding them through the origination and forgiveness process. In this role, Keegan provided excellent client service to small business owners during stressful times. Keegan possess a vast range of knowledge on Merrill’s services having spent 1 year in their Financial Advisor Development Program working on a high performance team. Keegan is excited to be apart of The Miller Group and provide superior service.
Keegan lives in Nashville with his wife Thobie, their cat Carolina and 2 dogs; South and Chief. Together they love to travel, golf, and explore Nashville.
Joseph Deery started with Merrill in 2012, and has joined the Miller Group as a Private Wealth Client Associate. Joe has nine years of financial industry experience working internally within various Merrill operation departments. The past five years Joe has been a Relationship Partner providing white glove service and technical support for 12 – 14 of Merrill’s top Private Wealth Advisors, including the Miller Group. In this role, Joe provided excellent client service to the financial advisors he supported by building strong relationships within the teams, and being a trusted contact to resolve highly complex issues. Joe has vast knowledge of Merrill’s products and services, in addition to an extensive internal network, that is used to quickly identify time sensitive and critical issues, escalate, and most importantly resolve.
Joe has earned a B.S degree in Finance with a specialization in Accounting from East Stroudsburg University.
Mallory Neal started her career as an accountant at a local CPA firm in Nashville after completing her BS in Accounting at Lipscomb University in 2017. She continued her education at Belmont University where she earned her MBA in 2019. She became a licensed CPA in the State of TN in Spring 2022.
Mallory has spent most of her career in client service and believes in providing superior and transparent service. She calls Nashville home and spends time away from work with her two labs, Bart and Brisco.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Will joined the Bank after graduating from the University of Tennessee in 2012, working in GCB as a Credit Analyst in the Nashville, TN office. Before returning as a Commercial Associate, he also spent time as an Analyst in Debt Capital Markets within GCIB and subsequently worked as a Research Analyst in Unum Group’s fixed income department. When not in the office, you can find Will on the golf course or desperately rooting for the Tennessee Volunteers.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Matthew P Miller
Forbes “Best-in-State Wealth Management Teams” 2024 Published on January 12, 2024. Rankings based on data as of March 31, 2023.*
Forbes "Best-in-State Wealth Advisors" 2022-2024 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2022-2024 Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Strategies designed to help you achieve your goals
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
The Miller Group focuses on addressing the financial needs of ultra high net worth clients. Our team has significant experience in private banking with particular skill in investment management, estate planning services and capital markets. Bolstered by the capabilities and offerings of both Bank of America and Merrill we provide a range of wealth management services and strategies while connecting clients to an extensive network of specialists. We recognize that affluent clients have distinctive priorities. We have structured our team to address clients’ day to day needs with speed and precision while advancing their long term objectives with judgment and care.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Our Philosophy
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Foundations and Endowments
An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The strategies we construct are carefully designed to help promote stability, efficiency and growth under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.
Intergenerational Family Wealth
As a family that spans multiple generations, you have needs that go beyond preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the rising generation become effective stewards. We can help with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create an approach that reflects your family’s intentions and helps ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth helps us to see and share best practices to help you achieve them.
Family Offices
As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities they face. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to Merrill for investment and wealth management strategies, and to Bank of America for governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.
Private Equity and Hedge Fund Principals
Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal success. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate and manage your finances with the aim of simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day-to-day needs of your business.
Corporate Executives
We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your finances and compensation require. We can help with risk management strategies for your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family — designed to enable you to live life as you want it, with reliable access to cash — we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.
Company Founders, Private Business Owners & Entrepreneurs
When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.
Clients
Our team serves ultra high net worth families located throughout the United States. We have significant experience in helping business owners and corporate executives navigate liquidity events and implement detailed wealth management plans to pursue their objectives. We work with multiple generations of client families to structure wealth, enhance financial knowledge, streamline governance and enact philanthropy.
Merrill Private Wealth Management
Merrill Private Wealth Management bridges the global capital markets and private client businesses. This intersection represents services normally reserved for institutional clients coupled with customized offerings for ultra affluent individuals and families:
Wealth management objective setting
Asset allocation
Professional money manager selection
Performance measurement and tracking
Multi-firm consolidated reporting
Risk management
Capital markets execution
Concentrated stock strategies
Liability management and customized lending recommendations from Bank of America
Wealth transfer and philanthropic planning strategies
Private banking services through Bank of America Private Bank.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.
A relentless commitment to transparency and customized strategies
As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.
Sign Up for Perspectives Monthly E-Newsletter
Perspectives Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life.
- If a broker or brokerage firm is registered
- What has been disclosed to regulators
- About a broker's past experience
- What a broker or brokerage firm is qualified to do
You are leaving Merrill Lynch's website and being redirected to FINRA'S BrokerCheck. The website is not owned by Merrill Lynch®, Bank of America® or their affiliates and is subject to separate terms and privacy policies.
Important
notice: you are now leaving Merrill Private Wealth Management (MPWM).
Clicking CONTINUE will take you to a website that Merrill Private Wealth Management is not affiliated with and
may
offer a different privacy policy and level of security. We are not responsible for and do not endorse,
guarantee
or monitor content, availability, viewpoints, products or services that are offered on other websites.
Clicking
RETURN TO MPWM will take you back to the previous page.
Map
Placeholder Name
Important notice: you are now leaving Merrill Lynch
By clicking continue, you will be taken to a website that is not affiliated with Merrill Lynch and may offer a different privacy policy and level of security. Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the "Return to Merrill Lynch" button now to return to the previous page, or you can close the new window after you leave.
With FINRA'S
BrokerCheck, you can find out:
- If a broker or brokerage firm is registered
- What has been disclosed to regulators
- About a broker's past experience
- What a broker or brokerage firm is qualified to do
You are leaving Merril's website and being redirected to FINRA'S BrokerCheck. The website is not owned by Merrill,
Bank of America® or their affiliates and is subject to separate terms and privacy policies.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.