William (W. Matthew) M Lynn

Vice President, Private Client Associate

Professional Profile

W. Matthew Lynn is a Vice President and Private Client Associate at Bank of America Private Bank. Matt joined the firm in 2014, and in his previous role as a financial advisor at Merrill Lynch Wealth Management, he helped high net worth clients with investments, banking, credit and general planning and advocacy. In his current role, he leads a wealth management team of specialists, and actively engages clients to maintain a thorough understanding of their financial health and purpose for their wealth. He provides clients with relevant and timely information to ensure they understand the complexities of their financial situation. He then works with his clients and his team of specialists to provide holistic solutions in investment management, estate planning, wealth preservation, philanthropy, cash-flow management, credit and strategic wealth transfer.

Prior to joining the financial services industry, Matt owned a small retail business for twelve years, with an emphasis on client service. Previously, Matt held corporate positions in editing, marketing and new business development, and held a Connecticut Real Estate License.

 Matt currently serves as a Trustee of the modern dance company Pilobolus, which performs internationally and engages in educational programming. Matt also volunteers on committees in wildlife and land preservation organizations, and participates in charity events for cancer research and other non-profit organizations.

Matt holds a Bachelor of Arts degree in English Literature from the University of Maryland, College Park, and is proficient in the French language.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Edward D. Abdelnour

Wealth Strategies Advisor

860.952.6048

Paul A Veiga

Private Client Manager

203.752.4837

Nicholas P Finkle

Portfolio Manager

203.752.4877

Richard P Cella

Senior Trust Officer

203.752.4810
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James A Puzzo

Trust Officer

203.752.4851

Carol P Augur

Senior Trust Officer

203.752.4815
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Maureen C Sawyer

Portfolio Manager

203.752.4908

Jack Cockerill

Portfolio Manager

203.752.4948

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.