Matthew is a seasoned financial services leader with more than two decades of experience across wealth management, private banking, and large-scale regional lending operations. His career began in Boston, Massachusetts, where he served as a licensed investment advisor with Fidelity Investments and later Merrill Lynch, advising high net worth clients and delivering comprehensive financial planning and portfolio management.
He went on to join the Private Bank at Bank of America, serving as a Private Client Advisor and later as a Market Manager in Boston, guiding teams and deepening client relationships across the region. Matthew’s career expanded beyond wealth management when he moved into enterprise leadership roles within Bank of America’s home loans business. As Regional Performance Manager for the Southeastern United States, he led lending production across all Financial Centers from Tennessee through the Carolinas, Georgia, and Florida—overseeing all mortgage activity originating from the bank’s loan officers. In this role, he directed large, distributed teams and drove strategic growth initiatives across one of the bank’s most dynamic regions.
Across every chapter of his career, Matthew has been recognized for his ability to lead with clarity, elevate performance, and deliver a consistently strong client experience in both advisory and operational environments. Whether advising buyers, sellers, or investors, Matthew brings a level of sophistication, clarity, and strategic thinking that reflects his 20-year career in the financial sector—now applied to helping clients make confident, well informed real estate decisions in one of Florida’s fastest growing markets.