Matthew Spring Email & Phone Number

Matthew Spring joined Merrill Lynch Wealth Management in 2013.He oversees and manages the financial affairs of high net worth families, corporate executives and select institutions in Los Angeles and throughout the country. Matthew believes a personalized, integrated strategy is the best way to manage the moving parts of your financial life in the short term and accumulate wealth for the long term.Matthew works with his clientele to identify personally meaningful financial goals and concerns. These may include funding a child's education, securing a sound retirement, wealth transfer across generations or founding a new business. Next, he works to develop appropriate recommendations and strategies to realize well defined goals. Finally, Matthew meets regularly with his clients to track progress, adjust investments and evaluate significant life events.Matthew leverages the resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to provide his clients with an expansive range of services including:• Wealth Forecasting• Financial Modeling• Retirement Planning• College Savings and Analysis• Financial Education for Young Adults• Family Meetings• Trust Services through Bank of America Private Bank• Portfolio-Based Lending• Home financingMatthew holds a Masters of Global Management from the Thunderbird School of Global Management and a B.A., in History from the University of California, Los Angeles (UCLA).*Lending and Financing Services are through Bank of America, N.A. (NMLS#1121836)*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Feb 2013 - Present