He particularly enjoys helping families capitalize on the opportunities at their disposal, weighing their options relative to their unique circumstances, interests, and values.Ī confirmed problem solver, Matt looks to dispel confusion and add clarity to the complexities that significant wealth can entail. He feels privileged to help individuals, couples, and families take something quantifiable–their wealth-and deploy it in pursuit of something beyond measure: their goals and long-term aspirations. A veteran advisor with more than thirty years of experience, Matt understands that wealth management is a highly personalized undertaking. Matthew Showalter is a Senior Vice President and Wealth Management Advisor with BSK Wealth Management at Merrill. His hobbies include wood working, cycling, golfing, reading, and following college football. Outside of the office, Phil is active with Rotary International and has volunteered extensively with youth sports programs. Phil’s four granddaughters provide him and his family with much joy. Phil and his wife Kelly have three adult children, Marlow, Lauren, and Bronson. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Retirement Planning Counselor designation and the Certified Plan Fiduciary Advisor (CPFA) designation. Phil earned his Bachelor’s degree in Business Management from the University of Central Oklahoma after spending the majority of his college years at Montana State University. He also worked in his family’s ranching business in Montana, providing him with first-hand insight into the challenges and satisfactions that business owners can encounter. Previously, he was a defensive tackle in the NFL and USFL, playing with the Kansas City Chiefs, Arizona Outlaws, and Oklahoma Outlaws. Moreover, he takes great satisfaction in unwinding the complexities that significant wealth can entail, adding clarity, comfort, and direction. He believes strongly in the value of long-term planning, laying the groundwork for consistent habits that can help clients transcend life’s uncertainties. By striving to optimize these parameters, Phil directs a deeply customized approach that reflects each person’s unique circumstances. His areas of focus include portfolio construction, cash-flow analysis, wealth structuring, retirement planning, insurance, and access to lending through Bank of America, N.A. Phil is adept in integrated wealth management, unifying and streamlining multiple areas of a client’s financial framework. A clear communicator, he prides himself on explaining strategies and tactics in concrete terms so that clients can grow in their own abilities as stewards of their financial lives and legacies. His approach is highly personalized, collaborative, and supportive. With more than thirty years at Merrill Lynch Wealth Management, Phil draws on the knowledge and insight that only experience can provide. Phil works with individuals, couples, families, and businesses, helping them chart a clear and realistic path toward their financial goals. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).Philip Bruneau is a Senior Vice President and Wealth Management Advisor with BSK Wealth Management at Merrill. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney provides advice to individual, corporate and institutional clients. We focus on building strong client relationships, supported by a foundation of trust and performance. We are committed to providing the best in financial and investment advice to help our clients toward their personal or business goals. Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
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