Senior Financial Advisor@ Merrill Lynch
North Bethesda, Maryland, United States
Matthew Griggs
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Randolph-Macon College
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FlashIntel GPTMatthew Griggs is a highly experienced financial professional with 15 years of work experience. He specializes in estate planning, financial advisory, investments, asset management, and retirement planning. Based in the United States, Matthew has worked at Merrill Lynch Wealth Management since 2000, where he serves as a Senior Financial Advisor in the Finance department. He is also a member of the Merrill Charitable Committee and assists new hires in the Greater Maryland PMD training program. Matthew's passion for personal time and coaching youth sports sets him apart in the field.
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About
Matthew (Matt) Griggs, CRPC™ began his financial services career in 2000. He was born and raised in Montgomery County and joined Merrill Lynch Wealth Management in 2008. Matt graduated from Randolph-Macon College with a degree in Business Economics. At work, Matt is a member of the Merrill Charitable Committee in Rockville and assists all new hires in the Greater Maryland PMD training program. He enjoys spending personal time with his family and coaching youth sports. Matt lives with his wife, Megan and their two children, Curtis and Abigail in Kensington, MD. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. In the United States.
...See MoreWork Experience
Senior Financial Advisor | First Vice President
Senior Financial Advisor
Financial Services
Matthew Griggs's Professional Milestones
- Senior Financial Advisor (2008-11-01~): Creating strategic financial plans to optimize clients' financial performance and drive substantial reduction in their investment portfolios.
- Senior Financial Advisor | First Vice President (2008-11-01~): Streamlined financial operations to optimize profitability, ensuring compliance and profitability for clients.
Education
Skill
Estate Planning
Financial Advisory
Investments
Asset Management
Retirement Planning
Wealth Management
Certification
Colleagues
John "Jack" C. Davis
Owner
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Patrick Jarin
Business Owner | Financial Advisor
Other Named Matthew Griggs
Frequently asked questions
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Matthew Griggs's social media include: Linkedin,
Matthew Griggs works for Merrill Lynch
Matthew Griggs's role in Merrill Lynch is Senior Financial Advisor
Matthew Griggs works in the industry of Financial Services
Matthew Griggs's colleagues are John "Jack" C. Davis,Alok Tandon,Nick DiGiaimo
Matthew Griggs's latest job experience is Senior Financial Advisor at Merrill Lynch
Matthew Griggs's latest education in Randolph-Macon College
