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    Matthew Yonally

    Managing Director – Merrill Lynch

    Matthew Yonally is a seasoned financial professional serving as the Managing Director and Senior Financial Advisor at Merrill Lynch, located in Santa Barbara, California. With over 30 years of experience on Wall Street, he specializes in wealth management and investment strategies tailored to meet the unique needs of his clients. His approach emphasizes understanding clients' financial goals and crafting personalized plans to help them achieve those objectives while managing investment risks.12

    Professional Background

    • Experience: Matthew has a robust background in economics and finance, which enhances his ability to navigate complex financial landscapes. His extensive experience allows him to provide valuable insights into investment opportunities and strategies.4
    • Client Focus: He is dedicated to offering a comprehensive approach to wealth management, prioritizing client engagement and understanding their aspirations. This involves asking thoughtful questions and listening carefully to clients’ needs.13

    Community Engagement

    In addition to his professional commitments, Matthew is known for his involvement in community initiatives, reflecting his belief in giving back to society. He resides in Santa Barbara with his family, balancing his professional life with personal commitments.24

    Overall, Matthew Yonally's expertise and client-centered approach make him a prominent figure in the field of wealth management at Merrill Lynch.

    Highlights

    Jan 1 · advisor.ml.com
    Merrill Financial Advisors in Santa Barbara, CA 93101
    Merrill Financial Advisors in Santa Barbara, CA 93101
    Jan 1 · advisor.ml.com
    Matt Yonally - Financial Advisor in Santa Barbara, CA 93101 | Merrill
    Matt Yonally - Financial Advisor in Santa Barbara, CA 93101 | Merrill
    Jan 1 · advisor.ml.com
    Yonally Compogiannis Group, Financial Advisors in Santa Barbara ...
    Yonally Compogiannis Group, Financial Advisors in Santa Barbara ...

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    Matthew Yonally
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    Location

    Santa Barbara, California