Matthew Boynton is responsible for overseeing the team's client investment portfolios. His extensive experience began more than 20 years ago at Merrill Lynch. Matthew's high net worth client base encompasses a variety of wealth holders, including professional athletes, corporate executives and physicians. The main focus of the group, however, is helping transition corporate employees into the retirement phase of their lives. A Cum Laude graduate of Susquehanna University, he has earned the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor.

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MS, NC, NH, NJ, NM, NY, OH, OR, PA, SC, VA, WA, WI, WV