Meet Matt
Matt is a Wealth Advisor based in Raleigh, North Carolina. He joined Mercer Advisors after serving nearly five years as Financial Advisor at Northern Trust. Matt began his wealth management career in 1997 at Morgan Stanley, where he served for 10 years. He earned a B.A. degree in broadcast communications from California State University at Chico and an MBA from The University of North Carolina at Chapel Hill. Matt 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
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising physicians with insurance, debt, and investment strategies
- Supporting professional investors with full-service planning and private market access
- Advising tech professionals, including experience with clients at NVIDIA, Apple, AMD, BOX, Supermicro
His working style
Matt takes a collaborative approach built on listening first — understanding his client’s goals, concerns, and priorities so he can help them make decisions with clarity and purpose. Through ongoing education and open conversations, he helps empower clients to feel confident, informed, and fully engaged in their financial journey.
Matt in real life
What makes you tick?
My passion is helping clients turn uncertainty into clarity — seeing the moment when a plan finally feels personal and purposeful to them. I’m driven by building real relationships, where trust grows over time and every decision we make together helps moves them closer to the financial life they envision.
What keeps you busy outside of work?
Outside of work, I enjoy spending quality time with my wife and our three kids, making the most of every moment together. I also love traveling to new places, playing golf, and unwinding with music whenever I get the chance.
Any words you try to live by?
Results aren’t built on what we say — we earn them through what we consistently do, day in and day out.
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