Matthew James W. Email & Phone Number

I help people unwind the intricacies of substantial wealth, allowing them to regain time, enhance their capacity, and pursue the lives and legacies they envision. I am a Private Wealth Advisor with Merrill in New York City. I serve ultra-high-net-worth individuals and families throughout the United States, providing them with the one-on-one focus and sustained leadership their wealth deserves. Clients look to me to devise a more cohesive and strategic approach to the demands of significant wealth. Many are business owners and entrepreneurs. Others are senior executives, investors, and successful families. Whatever a client's path to wealth, I bring a steady resolve to do everything I can to create a preeminent client experience– one that reflects the integrity, discipline, and empathy I bring to my life and my work. People sense my genuine interest in their lives-both what they have done and what they want to accomplish. I appreciate the distinctive demands of substantial wealth and mobilize the resources and capabilities that clients require. Excellence is my goal-not for a single interaction, but over the course of my long-term relationships. Prior to my current role, I worked with Bank of America's Global Markets institutional clients, primarily hedge funds and market-makers, and previously served as a Vice President for the firm's Global Prime Financing business. After graduating from West Point, I served as an active-duty military intelligence officer and deployed to Afghanistan in support of Operation Enduring Freedom. In that capacity, I was responsible for leading intelligence analysis that informed tactical decisions. I bring those same skills to bear in working with wealth creators, senior executives, and their families. Education: ▪️ B.S., U.S. Military Academy, West Point ▪️ MBA, Columbia Business School Reach Me Directly: 212.418.2826  matt.wang@ml.com *Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Listed skills include Army, Military Operations, Operational Planning, Leadership, and 39 others.