Matt works closely with families and individuals to develop custom financial strategies that help them pursue their goals. Honest and reliable, he is knowledgeable in holistic wealth management services and is passionate about providing sound guidance to help clients make wise financial decisions.
He has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Before joining our team, Matt was a regional relationship manager within Fidelity Institutional Asset Management (FIAM) where he worked with private banks and RIAs to implement portfolio construction strategies. Prior to his role in FIAM, Matt was also a financial analyst at Fidelity, and a fund accountant with State Street Corporation. Matt earned a bachelor’s degree in economics from Bridgewater State University, and an MBA with an emphasis in international business from Bryant University.
Matt serves on the City of Taunton Conservation Commission and is a parishioner at St. Jude the Apostle. He and his wife, Alyssa, are active supporters and volunteers with an array of organizations and causes throughout the community. They live in Matt’s hometown, Taunton, with their son, Cavan, and are excited to welcome a new member of the family in July 2018.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.