Financial Advisor@ Merrill Lynch
Lincoln, Nebraska, United States
Matthew Peterson
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Wayne State College
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FlashIntel GPTMatthew Peterson is a highly experienced insurance professional with 11.2 years of work experience. He has worked at Merrill Lynch in the United States, starting as a Financial Advisor in the Finance department and later becoming a Financial Advisor in the Other department. Matthew is skilled in insurance strategies and has a Bachelor's degree from Wayne State College. He is dedicated to creating strategies and recommendations for successful individuals to meet their short and long-term financial goals. Matthew is also a member of Pheasants Forever, Kiwanis, and Professional Insurance Agents association. In his spare time, he enjoys traveling and spending time with his two boys.
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About
Matthew joined Merrill Lynch in 2012, after three years of working with an investment firm. Matthew has also spent over a decade working in the insurance industry. Matthew focuses on the creation of strategies and recommendations for successful individuals that are designed to help them meet their short and long term financial goals, including retirement planning. Matthew has a Bachelor degree from Wayne State College, and holds the series 7, 65,63,FINRA registrations and Life Health and annuities, and Property and Casualty licences. In his spare time Matthew is a member of Pheasants Forever, Kiwanis and Professional Insurance Agents association. He and his wife, Erica enjoy travel and spending time with their two boys Calvin and Cash. Specialties: retirement planning and college funding strategies
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Advisor
Financial Services
Matthew Peterson's Professional Milestones
- Financial Advisor (2012-08-01~): Providing accurate financial projections and assistance to clients, optimizing their financial performance and driving business success.
- Financial Advisor: Providing strategic financial guidance to clients, maximizing their financial stability and improving financial quality.
Education
Bachelors
1991-1997Skill
Insurance Strategies
Certification
Colleagues
John "Jack" C. Davis
Owner
Christine Thibault
Small Business Owner
Hadas Cohen
owner & designer at hadas creations
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Other Named Matthew Peterson
Frequently asked questions
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Matthew Peterson works for Merrill Lynch
Matthew Peterson's role in Merrill Lynch is Financial Advisor
Matthew Peterson works in the industry of Financial Services
Matthew Peterson's colleagues are John "Jack" C. Davis,Christine Thibault,Hadas Cohen
Matthew Peterson's latest job experience is Financial Advisor at Merrill Lynch
Matthew Peterson's latest education in Wayne State College
