Matt Amman

Background

About Matt Amman

After graduating from the University of Central Florida with a degree in Civil Engineering, Matt spent 15 years in the professional engineering industry before joining Merrill Lynch in 2011 as a Financial Advisor. In addition to serving his individual clients, he has coordinated the financial advisor training program for the Southeast Coastal Market and is a Senior Vice President. Matt has his MBA in Finance with the Beta Gamma Sigma designation from Florida State University. He holds the Certified Private Wealth Advisor® designation, awarded by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the University of Chicago Booth School of Business. He is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage those strategies on a discretionary basis. While at UCF, Matt earned varsity letters competing on the football and baseball teams. He was eventually drafted by and played professional baseball for the Pittsburgh Pirates. He has served on the Board of Directors for the Coastal Conservation Association, the YMCA of Coastal Georgia and has volunteered his time for Junior Achievement, South University and The One Hundred Children’s Foundation. He enjoys spending time outdoors with his wife and three daughters. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.