Matt is a member of Raymond James’s Private Wealth Premier Solutions team, that focuses on assisting financial advisors with their ultra-high-net-worth clients, tailoring solutions to the client’s specific objectives.
Matt’s serves on the team as a Private Wealth Strategist where he works with the advisor and client on complex planning goals like structuring a succession plan, developing estate tax strategies, mitigating income taxes, and protecting wealth for future generations.
Prior to joining Raymond James, Matt worked as a strategist for a large mutual insurance company covering the Southeast. Matt was also the owner of a private legal practice in Tennessee that focused on estate and business law.
In addition to his J.D., he also caries the CFP®, CERTIFIED FINANCIAL PLANNER® designation and CEPA®, Certified Exit Planning Advisor® designation
When he is not working, you can find him spending time with his Wife, Wendy, their 2 yr old daughter, Sally, and 1 ½ year old Austrian Sheppard, Jane.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Raymond James does not provide tax or accounting services.