Matthew Moceri
Senior Financial Advisor, Vice President @Merrill Lynch
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WORK HISTORY
Senior Financial Advisor, Vice President @Merrill Lynch
I work with a select group of accomplished families, entrepreneurs, and business owners who value clarity, discretion, and a long-term perspective. My role is to simplify the complexity that significant wealth can create - transforming it into a clear, actionable strategy that aligns with each client\'s vision for the future. At The Moceri Group, we design highly tailored strategies for investment management, estate considerations, tax efficiency, and business transitions. Our approach is disciplined yet dynamic, evolving as life, markets, and priorities change. Areas of focus include: • Bespoke portfolio design and disciplined risk management • Structuring tax-aware investment and liquidity strategies • Navigating business succession, liquidity events, and major asset sales • Designing multigenerational wealth transfer plans Every client engagement is built on trust, privacy, and an unwavering commitment to their goals. Backed by the global resources of Merrill and Bank of America, we deliver strategies designed to endure for decades - and to help clients leave a legacy worthy of their life\'s work. If your financial world has grown more complex than your current strategy can address, I welcome a conversation.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
EDUCATION
Tiffin University
Bachelor's Degree
ABOUT MATTHEW MOCERI
Significant wealth brings freedom - but it also brings complexity. My work is about removing that complexity so clients can focus on what truly matters to them. At The Moceri Group of Merrill Lynch Wealth Management, we work with a select number of families, entrepreneurs, and business owners who require more than a cookie-cutter approach. We design and manage highly personalized strategies for preserving, growing, and transferring wealth, combining disciplined investment management with thoughtful planning for the future. Our process is built on an unwavering commitment to each client\'s priorities. From navigating liquidity events to structuring multigenerational wealth plans, we bring order to complexity and direction to opportunity - backed by the resources of Merrill and Bank of America. If your financial life has outgrown conventional advice, let\'s start a conversation.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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