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Matt Stanley, ChFC®, CRPC®, CPFA

Matt Stanley, ChFC®, CRPC®, CPFA

Wealth Management Advisor, Senior Vice President

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  • Timeline

  • About me

    Senior Vice President, Private Wealth Manager

  • Education

    • Bucknell University

      1996 - 2000
      Bachelor's Degree

  • Experience

    • Merrill Private Wealth Management

      Aug 2007 - now
      Wealth Management Advisor, Senior Vice President

      *ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.*CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.

  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Sept 2018

    • Chartered Financial Consultant

      The American College
      Aug 2018

    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Aug 2018

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Jun 2012