Matt Klein has worked in the financial services industry for the past 20 years, with the last 18 years spent at Merrill Lynch Wealth Management. He brings a holistic view to investment research and portfolio management, with a passion for helping individuals and families reach their goals while gaining a thorough understanding of the “why” behind their portfolios. His focus is on you and your unique financial situation, helping to build and maintain portfolios that align with your long-term financial goals. Matt strives to be a true financial partner to his clients as they navigate through life’s ups and downs.

Education and Designations

Matt is a CFA® Charterholder, a CFP® Professional, and holds the Chartered SRI Counselor™ (CSRIC®) designation.

He attended The University of Richmond and received his Bachelor of Science degree in Business Administration.

Personal Life

A native of Long Island, Matt currently lives in Edgewater, Maryland, with his wife and daughter and their whippet.

In his spare time, he enjoys cooking for his family and friends, playing golf, and coaching his daughter’s soccer team.