Matthew Maclellan Email and Phone Number

Working with Merrill Lynch provided me with the education necessary to be successful in the financial services industry. My position entitled portfolio management along with strong customer service skills. The key to being successful in this business is doing the right thing for your clients and putting their best interests before your own. Through providing ethical investment decisions you earn the respect and trust of your clients, which in turn provides indivdual success. Through detatiled conversation and profiling of my clients, I would provide personalized advice and guidance appropriate to my client's desired time horizon, objectives, risk tolerance, overall financial picture and liabilties my clients may have carried. Along with giving investment advice, I would also help people to consolidate debt as well as alternate financing options through Home Equity Lines of Credit and Credit Cards (when appropriate).