Matt joined Wilmington Wealth Management in 2022 and has worked in the financial planning field since 2016.
He graduated from the University of Delaware Alfred I. Lerner College of Business & Economics in 2017 with Bachelor's degrees in Financial Planning and Economics.
After graduating, he joined CapTrust Financial Advisors full-time after interning with them the summer prior. In 2019, he began working for Goldman Sachs Personal Financial Management after they acquired CapTrust.
Matt completed his CERTIFIED FINANCIAL PLANNER® certification in 2019. As a CFP® professional, he adheres to a fiduciary standard of care, placing clients’ interests first and foremost.
He loves learning each client's unique story and is passionate about helping people align their money with their values & goals, so that they can live their best financial lives.
Matt grew up in Cherry Hill, New Jersey and attended Cherry Hill East High School. He currently lives in the Northern Liberties neighborhood of Philadelphia with his girlfriend Gabby and their cat Jojo.
In his free time, Matt enjoys playing soccer, skiing, going to Philadelphia sporting events, attending concerts, and spending time with his family & friends.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
About Forbes ranking of Best-In-State Wealth Advisors 2024
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.