Matthew Shetler

Background

About Matthew Shetler

I am the Resident Director of the State College Branch, performing a dual function as financial advisor and leader. Our Team, Resolute Wealth Management Group, oversees and helps coordinate the financial affairs for a select group of families, executives, business owners, companies and individuals across 38 states. By adding clarity and simplification to one's life, our Team helps guide clients through every aspect of their financial well-being. We add value through our team approach, where we meet with clients multiple times a year to help ensure we are on track to meet their goals. We are different for 3 main reasons, platform, process and service model. I have been in the financial services industry since 2006 and rejoined Merrill Lynch Wealth Management in 2013. Prior to rejoining Merrill, I worked in the Private Bank at Credit Suisse in New York City, serving a diverse client base. I hold the Chartered Financial Analyst® designation, awarded by the CFA Institute. I am also a CERTIFIED FINANCIAL PLANNER™ professional. I am an active member in the local community, sitting on various committees benefiting local organizations. My wife Lauren, and children Sloane, Benjamin and Vivian reside in the State College area. I would welcome a connection if: • You are looking to work with a financial services team that offers more than just investments • You would like to connect to someone in my network • You have a passion for Penn State University, sports, or food *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.