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@umich.edu
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3 phones found area 734
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LinkedIn matched
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Matt Gibson, Cpfa™, Cepa® is listed as Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management, based in Ann Arbor, Michigan, United States. AeroLeads shows a work email signal at umich.edu, phone signal with area code 734, and a matched LinkedIn profile for Matt Gibson, Cpfa™, Cepa®.
Matt Gibson, Cpfa™, Cepa® previously worked as Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management and CEO and Principal Consultant at Lumenyst, Llc. Matt Gibson, Cpfa™, Cepa® holds Doctor Of Philiosophy (Ph.D.) from University Of Michigan.
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AeroLeads found 2 current-domain work email signals for Matt Gibson, Cpfa™, Cepa®. Compare company email patterns before reaching out.
My goal is to provide comprehensive personal financial care. It's a privilege to help people take care of their key life priorities so they are able to find greater satisfaction, happiness, and success. My team and I help clients manage their resources to enjoy time with loved ones, make successful career transitions, achieve worry-free retirement, provide education for their families, and leave a lasting legacy. Our process is founded on simplicity, transparency, disciplined asset management, and mutual accountability. We tailor our support to your lifestyle, needs, and goals so you have clarity in your life. Here are a few situations where we can make a valuable difference in your life: - Supporting a job transition that impacts lifestyle, retirement plans, and/or investment opportunities. - Implementing strategies related to employee stock (e.g., employee purchase plans, performance stock, restricted stock units, vesting options). - Addressing financial aspects of estate planning and settlement, including trusts and inheritances. - Planning for a business acquisition or developing post-acquisition strategies. - Identifying effective steps for approaching retirement. Our team members provide deep acumen with credentials such as the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™, Certified Investment Management Analyst®, and Certified Private Wealth Advisor® designations. Our clients also have access to Bank of America specialists for banking, mortgages, insurance, trusts, and lending. On a personal note, I live in Michigan with my wife and family. I'm active in community opportunities such as Little League, youth invention and entrepreneurship events, and activities for alumni and students of the University of Michigan and Brigham Young University. I am an avid learner who enjoys fitness, outdoors, and games with family and friends. I can be reached easily at 734-996-1138 or mgibson8@ml.com.
Listed skills include Leadership, Medical Devices, Entrepreneurship, Biotechnology, and 31 others.
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New York, NY, US
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *NMLS ID: 1925755 *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. *Chartered Retirement Planning Counselor™, CRPC™.
Ann Arbor, Michigan, US
Other employees you can reach at ml.com. View company contacts →
Bo Smithwick
Colleague at Merrill Lynch Wealth Management
Shreveport, Louisiana, United States, United States
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MR
Mason Rickens
Colleague at Merrill Lynch Wealth Management
Columbus, Ohio Metropolitan Area, United States
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JB
Jitender Batra
Colleague at Merrill Lynch Wealth Management
Jersey City, New Jersey, United States, United States
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SO
Sarah Ortiz
Colleague at Merrill Lynch Wealth Management
Miami, Florida, United States, United States
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JW
Jackson Williams, Cfp®, Cpwa®, Cepa®
Colleague at Merrill Lynch Wealth Management
Southlake, Texas, United States, United States
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BE
Bethany Ehlers
Colleague at Merrill Lynch Wealth Management
Atlanta, Georgia, United States, United States
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GC
Gregory Caburis
Colleague at Merrill Lynch Wealth Management
Bridgewater, New Jersey, United States, United States
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KP
Kristen Petersen
Colleague at Merrill Lynch Wealth Management
Greater Chicago Area, United States
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RM
R. Michael Gehring, Cfp®
Colleague at Merrill Lynch Wealth Management
Gilbert, Arizona, United States, United States
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CM
Corey Mulholland, Cfp®, Cpfa®
Colleague at Merrill Lynch Wealth Management
Mount Laurel, New Jersey, United States, United States
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Quick answers generated from the profile data available on this page.
Matt Gibson, Cpfa™, Cepa® works for Merrill Lynch Wealth Management.
Matt Gibson, Cpfa™, Cepa® is listed as Vice President, Senior Financial Advisor at Merrill Lynch Wealth Management.
AeroLeads has found 2 work email signals at @umich.edu for Matt Gibson, Cpfa™, Cepa® at Merrill Lynch Wealth Management.
AeroLeads has found 3 phone signal(s) with area code 734 for Matt Gibson, Cpfa™, Cepa® at Merrill Lynch Wealth Management.
Matt Gibson, Cpfa™, Cepa® is based in Ann Arbor, Michigan, United States while working with Merrill Lynch Wealth Management.
Matt Gibson, Cpfa™, Cepa® has worked for Merrill Lynch Wealth Management, Lumenyst, Llc, University Of Michigan, Iontera, and Ropes & Gray Llp.
Matt Gibson, Cpfa™, Cepa®'s colleagues at Merrill Lynch Wealth Management include Bo Smithwick, Mason Rickens, Jitender Batra, Sarah Ortiz, and Jackson Williams, Cfp®, Cpwa®, Cepa®.
You can use AeroLeads to view verified contact signals for Matt Gibson, Cpfa™, Cepa® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
Matt Gibson, Cpfa™, Cepa® holds Doctor Of Philiosophy (Ph.D.) from University Of Michigan.
Matt Gibson, Cpfa™, Cepa® is listed with skills including Leadership, Medical Devices, Entrepreneurship, Biotechnology, Biomedical Engineering, Start Ups, Product Development, and Patents.
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