Associate Wealth Advisor
Matt is an Associate Wealth Advisor and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Matt was a student-athlete at Clemson University where he played football. During his time at Clemson, Matt earned a BS in Financial Management with an emphasis in Banking & Investments and remains enrolled in the MBA program until August 2022. Outside of the office, he enjoys offshore fishing, hunting and spending time on the lake with his friends and family.