Matthew Mancini

© 2025 M&T Bank and its affiliates and subsidiaries. All rights reserved.

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. Custom credit advisors are M&T Bank employees. Loans, retail and business deposits, and other personal and business banking services and products are offered by M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC.

M&T Bank

Equal Housing Lender. Bank NMLS #381076. Member FDIC.

Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

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Webinar: Midyear Market Check In: Are we climbing toward growth or sliding into risk?

Join us on 7/17 at 1PM ET for a live webinar as we revisit the first half of the year and assess what could be ahead for markets, investors, and business leaders alike.

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SIGNATURE CONTENT

Webinar: Midyear Market Check In: Are we climbing toward growth or sliding into risk?

Join us on 7/17 at 1PM ET for a live webinar as we revisit the first half of the year and assess what could be ahead for markets, investors, and business leaders alike.

Register Now

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SIGNATURE CONTENT

Webinar: Midyear Market Check In: Are we climbing toward growth or sliding into risk?

Join us on 7/17 at 1PM ET for a live webinar as we revisit the first half of the year and assess what could be ahead for markets, investors, and business leaders alike.

Register Now

Matthew J. Mancini, CFP®, ChFC®, AEP®

Wealth Planning Team Leader

Matthew is responsible for developing customized wealth management strategies and financial plans fo successful individuals, families, and business owners. He works closely with other professional and family advisors to analyze financial positions and develop plans to help clients achieve future personal and financial goals.

Matthew, who joined M&T Bank in 2009, holds a bachelor’s degree in finance from Canisius College and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2011, and the CHARTERED FINANCIAL CONSULTANT® designation in 2015 from The American College. Matthew has also received the ACCREDITED ESTATE PLANNER® designation from the National Association of Estate Planners and Councils in 2019.

Matthew is an active member of the Financial Planning Association of Western New York and the Western New York Estate Planning Council.

By the Author

2024 Year-End Planning: Keep Calm and Plan On

Wealth Planning in a Higher Interest Rate Environment

Webinar: Wealth Planning in a Higher Interest Rate Environment

Naming a Trust as Beneficiary of a Retirement Plan

The SECURE Act 2.0 Enhances Retirement Planning

The Timely Benefits of a Health Savings Account

Building a Strong Foundation for Your Financial Plan

Understanding the Tax Treatment of Retirement Plans

Disclosures:

© 2025 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. Custom credit advisors are M&T Bank employees. Loans, retail and business deposits, and other personal and business banking services and products are offered by M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC.
M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC.
Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

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