Meet Matt
Matt is a Wealth Advisor at Mercer Advisors, joining the team in 2025 with 14 years of wealth management experience. Previously, he spent two years as Vice President, Regional Director for Northern Trust Corporation. He began his career in 2012 as a Financial Advisor Trainee at Wells Fargo Advisors. Matt earned a B.S in Finance from La Salle University. He is a CERTIFIED FINANCIAL PLANNER® professional.
Matt’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Matt has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Matt has a talent for turning complexity into clarity, guiding clients through major financial decisions with confidence. He focuses on building long-term relationships and plans by understanding not just what you want, but why it matters — aligning strategy with your most meaningful goals and dreams.
Matt in real life
What keeps you busy outside of work?
When I’m not working, my wife, two kids, and our dog make sure I stay busy. We spend our time outside walking, golfing, and skiing whenever we can.
Favorite thing about where you live?
Hands down, the best part of living in Connecticut is the food, especially New Haven–style pizza. Living in the pizza capital has its perks!
What makes you tick?
What really makes me tick is learning and problem-solving, tackling complex challenges, figuring out the best path forward, and turning insights into action.
Meet Matt’s Teammates
Roain Saunders
Wealth Advisor
What Matt Says
Working with Roain is a masterclass in teamwork because his knowledge and focus make it easy to help get things done right for our clients.
Bennet Thonakkara
Sr. Wealth Advisor
What Matt Says
Collaborating with Bennet is an amazing learning experience. He brings deep experience and a sharp eye that makes the whole team work better for our clients.
Robert A. Medvey
Sr. Wealth Advisor
What Matt Says
Robert’s experience and careful approach fosters collaboration and learning that we use in our client interactions.
Ready to learn more?
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