Matthew Engen

Background

About Matthew Engen

Matt is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In 2021 and 2022, Matt was named as one of Barron's "Top 1,200 Financial Advisors"(Published annually in February-March. Rankings based on data as of September 30 of prior year) and also recognized by Forbes on their "Best-in-State Wealth Advisors" list (Published annually Jan – April. Rankings based on data as of June 30 of prior year). With Merrill since Matt offers a comprehensive approach to managing wealth that begins with listening to his clients' needs and offering strategies grounded in understanding what each client wants to achieve. As a Wealth Management Advisor, Matt is able to develop a customized financial approach for individuals and their families, using potential wealth transfer solutions and access to estate planning services and philanthropic solutions through the combined expertise of Merrill and Bank of America. He believes in working closely together with clients to understand their goals and agree upon next steps. Matt particularly enjoys the opportunity he has to positively impact the lives of his clients and be there for them when they need guidance most. Prior to joining Merrill, Matt graduated from Concordia College with a Bachelor of Arts in Accounting and also serves as the Senior Resident Director of the Merrill office in Fargo. He resides in Fargo with his wife, Julie, and two sons. In his spare time, he enjoys cycling, skiing, and outdoor adventure.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*CEPA® Certified Exit Planning Advisor