Michael Mattes
Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management | New York City Metropolitan Area
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Michael Mattes is a seasoned Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has dedicated over 35 years to helping clients navigate the complexities of financial markets. His extensive expertise encompasses asset allocation, equity investment strategies, and both municipal and taxable fixed income securities, making him a trusted resource for individuals and institutions seeking to optimize their investment portfolios.
In his current role, Mike focuses on developing tailored financial strategies that align with his clients' unique goals and risk tolerances. He employs a comprehensive approach to asset allocation, ensuring that each portfolio is strategically diversified to mitigate risk while maximizing potential returns. His deep understanding of equity markets allows him to identify promising investment opportunities, while his proficiency in fixed income securities provides clients with stable income streams and capital preservation strategies.
Mike’s commitment to client education and empowerment is evident in his proactive communication style and his ability to simplify complex financial concepts. He leverages his M.B.A. in International Business & Finance from the City University of New York to stay ahead of market trends and regulatory changes, ensuring that his clients are well-informed and positioned for success.
Throughout his career, Mike has led numerous key projects aimed at enhancing client engagement and investment performance, including the development of innovative financial products and services tailored to meet the evolving needs of his clientele. His dedication to excellence and client-centric approach have solidified his reputation as a leader in the wealth management industry, making him an invaluable asset to both Merrill Lynch and the clients he serves.
Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management in April 1980 to Present
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Asset Allocation
Equity Investment Strategies
Municipal and Taxable Fixed Income Securities
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What is Michael Mattes email address?
Email Michael Mattes at [email protected]. This email is the most updated Michael Mattes email found in 2026.
How to contact Michael Mattes?
To contact Michael Mattes send an email to [email protected]. (updated on November 04, 2024)
What company does Michael Mattes work for?
Michael Mattes works for Merrill Lynch Wealth Management
What is Michael Mattes's role at Merrill Lynch Wealth Management?
Michael Mattes is Senior Financial Advisor, Managing Director
What is Michael Mattes's Phone Number?
Michael Mattes's phone (212) ***-*323
What industry does Michael Mattes work in?
Michael Mattes works in the Financial Services industry.
Michael Mattes Email Addresses
Michael Mattes Phone Numbers
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