Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

How we help clients during times of market volatility.

How we can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked so hard to build.


Matthew James Wang is a Vice President and Private Wealth Manager with Merrill Private Wealth Management in New York City. Matt provides sustained leadership, advice, and coordination to high-net-worth and ultra-high-net-worth individuals, families, and institutions, helping them accomplish more with their wealth. He recognizes that significant wealth is different—in its scale, opportunities, complexities, and challenges. Working in concert with dedicated specialists, Matt looks to deliver a different kind of client experience—one that reflects the discipline, empathy, and commitment he brings to his role.

Clients from varied paths look to Matt for assistance. Some seek his help in balancing competing priorities and establishing a hierarchy of objectives. Others recognize the need for a written plan to clarify a pathway to their ambitions. And still others appreciate the connectivity that Matt can provide, not only within Merrill Private Wealth, but across business lines at Bank of America. To these needs and others, Matt brings the integrity and strength of character to perform at the highest levels. A resolute problem-solver, he is skilled in shepherding large-scale initiatives to a satisfying conclusion. Moreover, his experience as a team leader has refined his abilities to inspire effective collaboration in advancing client aims.

Matt serves as a gateway to a suite of private-wealth services, from tailored portfolio design and trust and estate planning services to pre-liquidity event planning, executive compensation, concentrated and restricted stock strategies, and intergenerational stewardship. He appreciates the distinctive issues associated with varied sources of wealth, including real estate, private equity, hedge funds, private businesses, public companies, and inherited wealth. To each client’s situation, Matt offers a readiness to immerse himself in the details of clients’ financial lives so that he can better support steady progress toward their goals.

Matt has worked at Merrill since 2015. Prior to his current role, he was a Vice President in Global Prime Financing, where he was responsible for Bank of America’s Mercury Prime Brokerage applications, overseeing the Client Experience platform. He earned his M.B.A. from Columbia Business School, where he was the recipient of the Ethan R. Hanabury Student Representative Award for his leadership and service. Matt holds an undergraduate degree in Nuclear Engineering Management from the United States Military Academy. He was a Captain in the United States Army, serving from 2006 to 2015 and earning a Bronze Star Medal for his actions during combat in Afghanistan. His military honors also include the Joint Service Commendation Medal, the NATO Medal, and the Afghanistan Campaign Medal.

Active in his community, Matt is a board member of the Veteran Leadership Development Group. Within Bank of America, he volunteers as the Enterprise Finance Co-Chair for the Military Support & Assistance Group (MSAG) and is also the Program Development Co-Chair with the Parent & Caregiver Network (PCN). Previously, Matt served as a docent at The Alamo.

Matt and his wife Chloe live in Westchester County with their young twins, a boy and a girl. In his free time, Matt likes to play and watch basketball and football. Originally from Guam, he is an avid traveler and is happy to share ideas about Guam or Palau, his parents’ homeland, as well as two of his favorite destinations, Malta and Sicily.

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. [Bank of America Private Bank is a division of Bank of America, N.A].


    U.S. Military Academy at West Point

    Columbia Business School

Meet the Team

Merrill private wealth advisors are rigorously trained to meet the specialized needs of individuals and families of wealth.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life


Significant wealth is different in its opportunities and challenges. Matthew James Wang appreciates those distinctions.

Matt works closely with wealth creators and their family members, helping them articulate what they want to accomplish and enact a plan to pursue those ambitions. Like any well-constructed plan, his approach is malleable, reflecting the changing conditions of the markets, tax conditions, economic themes, and—most importantly—the evolving life priorities of clients and their loved ones.

A strong leader and empathetic guide, Matt prizes the opportunity to have a positive and lasting impact on clients’ lives—to guide them through significant decision points in their wealth so they can enjoy greater confidence and poise in managing their financial affairs.

Matt believes he offers a different kind of approach—one that welcomes high expectations. Here are a few of the ways he strives to deliver an exceptional client experience: 

  • Leadership: A graduate of West Point and a combat veteran, Matt is accustomed to leading complex initiatives, guiding team members toward shared priorities.

  • Empathy: Keenly interested in others, Matt looks to treat clients with the diligence and care he would want for his own family members and friends.

  • Immediacy: Matt provides clients with the one-on-one focus and sustained attention that significant wealth requires, limiting his number of client relationships by design.

A Disciplined Approach

Discipline lends structure and purpose to wealth management, anchored to principles that have demonstrated their timelessness.

As a Private Wealth Manager, Matthew James Wang offers a disciplined approach to the clients he serves, grounding his efforts in rigor and analysis, rather than emotional decision-making or market sentiment. Throughout his life, Matt has been guided by discipline—first, at West Point, then as a Captain in the Army, and finally, in completing his M.B.A. at Columbia while working full time at Bank of America.

For Matt, discipline infuses multiple aspects of his wealth management process:

  • A Focus on Wealth Preservation: Matt appreciates the hard work and sacrifice that clients have made in amassing their wealth. He never loses sight of the seriousness of his task or the preciousness of client trust. He avoids market fads and “chasing the hot dot.” Instead, Matt incorporates the market intelligence of Bank of America and Merrill to help identify investment opportunities with long-term potential.

  • An Emphasis on Excellence: Matt believes in striving for excellence in all that he does. That mindset influences his approach to team management, from day-to-day client needs to large-scale initiatives. By overseeing consistent processes and nurturing a high-achieving culture, Matt believes his team can serve clients like no other.

  • A Desire to Drive Value: For Matt, client needs are top of mind. Whether a client has been with him for days or decades, he strives to add value to clients’ lives, making their finances simpler, more efficient, and, ultimately, more satisfying. He regularly looks for ways to help the families he serves, becoming a trusted part of their inner circle.

Continuity for You and Your Family

For wealth to have impact, it needs to endure beyond a single generation. Matthew James Wang offers continuity and reliability to clients who are intent on building dynastic wealth.

Successful families perceive that “wealth” encompasses more than just assets. They strive to connect their children and grandchildren to the habits and mindsets of sound stewardship. For these families, wealth can be an avenue for drawing closer, whether in discussing philanthropic priorities, or in structuring wealth to maintain sound incentives for multiple generations.

For these families, Matt offers the ability to relate to different life stages, from matriarchs and patriarchs through Millennials and Gen Z. He also stays closely attuned to the best practices for family wealth dynamics, drawing on the resources of the Merrill Center for Family Wealth, in keeping with each family’s interests and intentions.

Most of all, Matt looks to be a dependable presence in clients’ lives, walking with clients through life’s high points and its challenges. He offers an empathetic perspective and a deep resolve to help clients in any way he can, supporting them in deriving greater meaning and purpose from their wealth, generation to generation.

A Single Source for Diverse Needs

As the scale of wealth grows, its complexity tends to magnify. Decisions in one area tend to impact another, heightening the ramifications of each action.

Matthew James Wang understands the interconnected nature of significant wealth. He believes efficiencies can be uncovered –and gaps remedied—by staying alert to the interdependent nature of client assets and liabilities. Working in concert with a deep bench of specialists within the firm, Matt connects clients to resources that can help streamline their financial framework:

  • Portfolio design and investing

  • Trust and estate planning services

  • Family wealth dynamics

  • Concentrated and restricted stock strategies

  • Pre- and post- liquidity-event planning

  • Philanthropic strategies

  • Lifestyle services and cash-flow management

  • Access to banking and lending services through Bank of America

Resolute in his efforts, Matt is skilled in scouring the enterprise for the capabilities that align with client needs. He draws on a large network of professional contacts from within the firm allowing him to provide clients with a robust scale of resources at their disposal.

To speak with Matt about the ways his direction, perspective, and advice can help advance your own priorities, reach out to him at 212.418.2826 or Email Matt.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.


    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Anthem video thumb.jpg 
      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      The Power of the Right AdvisorTM
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.