Verified recordFinancial Services

Matthew Showalter

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Based in Minneapolis, United States

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Seniority

Director

Department

Finance & Accounting

Location

Minneapolis

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

m•••••••@ml.com

Phone

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Background

About Matthew Showalter

Being a Wealth Management Advisor allows me to do two things that I love: solve problems and help people. Part of the fascination for me is technical. I enjoy plying my craft: building customized portfolios, assessing market conditions, analyzing the impact of various investment vehicles, weighing estate planning options, and synthesizing multiple factors to create detailed plans for advancing client objectives. What I enjoy even more about my role, however, is my interaction with my clients. Wealth management is a highly personal undertaking. I am privileged to help individuals, couples, and families take something quantifiable–their wealth-and deploy it in pursuit of something beyond measure: their goals and long-term aspirations. Clients and I enjoy an intimate bond. I never lose sight of that privilege and that responsibility. I strive to serve clients in a way that testifies to my integrity, my appreciation, and my resolute focus on their long-term well-being. By nature, I am a problem solver. I'm very comfortable analyzing situations and devising creative approaches to the complexities that wealth can entail. With more than thirty years of experience, I offer insights in multiple areas: investments, wealth planning and structuring, lending, trust and estate planning services, insurance, retirement planning, charitable giving, and private business services. WHAT YOU CAN EXPECT FROM ME- I will give you the one-on-one attention you deserve. Your wealth management should be as unique as you are- I will meet you where you are. Your priorities become my own, whether that's precise investment execution or detailed wealth strategy- I will be there when you need me. I feel privileged to serve people at critical crossroads in their lives, supporting them and their family members with empathy and care. Reach me directly at 651.298.7522, matthew_showalter@ml.com.

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