Matt Branstrom
Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Matt Branstrom
Prior to joining Merrill Lynch Wealth Management in 2011, Matt started his Financial Services career with Bank of America as a Mortgage Loan Officer. At Merrill he focuses on helping successful individuals, businesses and families by providing long-term financial advisory strategies. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute\'s initial and ongoing credentialing requirements for investment management consultants.
Experience
Wealth Management Advisor, Senior Vice President
May 2009 — Present
Education
Campbell University
Master's Degree
2009 — 2010
University of Pennsylvania
Accredited Certificate Program
2016 — 2016
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