Matthew J. Little, CFP®, CRPC®
Vice President
Wealth Management Advisor
Portfolio Manager
Matt began his career in financial services in 2003 when he joined Merrill Lynch as a financial advisor. To Matt and his team, the most rewarding part of their work is the spirit of collaboration and cooperation gained with each client relationship, and knowing that their efforts may have a significant impact on the financial well-being of future generations.
Matt is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis. He is also a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and has earned the Chartered Retirement Plan Planning CounselorSM (CRPC®) designation. In his role as a wealth management advisor, Matt is part of the Merrill Lynch Mid-Atlantic Region management team and oversees the practice management development program for newly hired financial advisors in that area.
A graduate of Montclair State University in Montclair, New Jersey, Matt holds a bachelor's degree in business administration. Active in his community, Matt volunteers his time to the Center for Advancement in Cancer Education (BeatCancer.org), and to the Pinelands Preservation Alliance that serves his keen interest in increasing environment awareness through education. Matt and his wife, Jaclyn, make their home in Marlton, New Jersey with their three children, Hannah, Hayden and Harper.