Merrill Lynch Financial Advisor Matthew Brosey

Merrill Lynch Financial Advisor Matthew Brosey is a Financial Planning Firm in Mt Pleasant, SC. He specializes in financial and wealth management services, offering personalized strategies designed to help clients pursue their long-term goals. With over 25 years of experience, Matthew works closely with his clients to manage cash flow, investment portfolios, and liabilities while considering tax efficiency. His expertise includes insurance and estate planning to facilitate the transfer of wealth to future generations. He has a rating of 4.00 based on one review.

Matthew Brosey holds the Chartered Retirement Planning Counselor™ designation and joined Merrill Lynch Wealth Management in 2009. His mission is to understand his clients' aspirations thoroughly, asking thoughtful questions and listening carefully to design personalized plans that help manage investment risk while pursuing financial goals. He believes in an approach that focuses on potential solutions to turn goals into reality.

Matthew Brosey resides in Mt Pleasant with his family and works diligently to provide comprehensive wealth management services tailored to the unique needs of his clients in the local community. His extensive experience and dedication make him a trusted advisor for those seeking to grow, preserve, and pass on their wealth effectively.