MATTHEW NIES
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Matthew Nies is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Matthew Nies - - Merrill Lynch - Downers Grove, Illinois, city=Downers Grove, display_country=United States, hs_object_source_detail_1=Find A CEPA (AUGUST 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=matthew-nies, lname=Nies, hs_object_source_id=enrollmentId:1237818751124;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202024/NIES-MATTHEW-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2024.pdf, hs_createdate=1725023432374, cohortium_profile_title=Matthew Nies | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=Illinois, id=14777171264, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Matthew Nies, email=matthew.p.nies@ml.com, cohortium_meta_description=Connect with Matthew Nies, a specialized Financial Advisor working with Merrill Lynch based in Illinois., associated_contact_record_id=37207922869, website=www.ml.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202024/7673_Nies_CEPA-Certificate-2024-August.pdf, is_editable=editable, url_slug_2=matthew-nies, impersonate_user_url=https://exit-planning-institute.org/member-detail/matthew-nies?impersonation=true, full_name=Matthew Nies, hs_lastmodifieddate=1764932323939, phone=6305967995, company_name=Merrill Lynch, name=Matthew, hs_object_id=14777171264, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60515, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://www.ml.com - Phone: 6305967995
- City: Downers Grove
- State: Illinois
- Postal Code: 60515
- Country: United States
- Designations:
- Markets Served:
- Company Name: Merrill Lynch

