Sign In

Matt Gibson, CPFA®

Vice President, Financial Advisor

Matt Gibson is a Vice President and Financial Advisor at Merrill Lynch Wealth Management, based in Ann Arbor, Michigan.1 He provides comprehensive personal financial care, helping entrepreneurs, business owners, and executives create actionable strategies.1 Gibson specializes in supporting clients through various financial situations, including job transitions, employee stock management, estate planning, business acquisitions, and retirement planning.1

Gibson holds several professional certifications, including Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA).12 He joined Merrill Lynch in February 2020 as a Personal Investment Advisor.1

Prior to his role at Merrill Lynch, Gibson had a diverse career:

  1. CEO and Principal Consultant at Lumenyst, LLC (2014-2019)
  2. Director and Instructor at the University of Michigan's Center for Entrepreneurship (2013-2019)
  3. Vice President of Research and Development at Iontera (2012-2013)
  4. Technical Advisor at Ropes & Gray LLP (2011-2012)1

Gibson's educational background includes:

  • Ph.D. from the University of Michigan (2007-2011)
  • Master's Degree from the University of Michigan (2005-2007)
  • Bachelor's Degree from Brigham Young University (2003-2005)1

On a personal note, Gibson lives in Michigan with his family and is active in community activities, including Little League and youth entrepreneurship events.1 He also mentions being an avid learner who enjoys fitness, outdoors, and games with family and friends.1

Highlights

Aug 8 · gibsondunn.com
John Matthew Butler - Gibson Dunn
Jan 1 · advisor.ml.com
The Liparoto, Hollis & Gibson Group - Merrill Advisor Match
The Liparoto, Hollis & Gibson Group - Merrill Advisor Match
Jul 1 · neh.gov
Executive Function with Virginia's Matthew Gibson
The Beachwood Reporter - The Beachwood Reporter
Jan 1 · advisor.ml.com
The Juergens Pickard Group, Financial Advisors in Ann Arbor, MI ...
The Juergens Pickard Group, Financial Advisors in Ann Arbor, MI ...

Related Questions

What specific strategies does Matt Gibson use to help entrepreneurs?
How does Matt Gibson's experience at Merrill Lynch benefit his clients?
What are some notable achievements of Matt Gibson in his career?
How does Matt Gibson tailor his financial advice to different client needs?
What certifications does Matt Gibson hold that make him a trusted financial advisor?
Matt Gibson, CPFA®
Matt Gibson, CPFA®, photo 1
Matt Gibson, CPFA®, photo 2
Add to my network

Location

Ann Arbor, Michigan, United States