Matthew Wolf
Senior Financial Advisor at Merrill | Multi-Generational Wealth Management | Investments | Tax Mitigation | Estate Planning Strategies | Charitable Giving
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Matthew Wolf
At The Wolf Group - we\'re reimagining what wealth management should look like by…
Experience
Senior Financial Advisor, Senior Vice President
Mar 2014 — Present
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.
Education
University of Wisconsin - Eau Claire
Bachelor's Degree
2004 — 2008
Skills
- Business Exit Planning
- Estate and Wealth Planning Services
- Succession Planning
- Goals Based Wealth Management
- Skiing
- Investment Management
- Socially Responsible Investing
- Customized Wealth Strategies
- Estate Planning Services
- Foundations and Trusts
- Retirement Income Planning
- Financial Advisor
- Social Security
- Pre- and Post- Liquidity Strategies
- Triathlete
- Golf
- Entrepreneurship
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