Matthew Merola - Financial Advisor

Matthew Merola


Financial Advisor

About Matthew

Matt currently lives in Penfield with his dog, Ghost. Matt’s focus is on individual education and financial planning for all retirement plan participants. Matt is also responsible for employee enrollment, plan sponsor support, and investment analysis & selection. Matt received his bachelor’s degree in Business Administration from Brockport and currently holds the following licenses: Series 7, Series 66, Series 63, and Life, Accident & Health in NY.