As a Planning Anlayst, Matt is responsible for preparing account reviews and analyses for client review meetings. He works closely with the Directors of Planning and Client Services, ensuring that all client tasks are completed accurately and promptly. Matt prepares investment portfolios and conducts investment manager selection. Prior to joining MWA, Matt was the General Manager of a private country club in the Baltimore area for twelve years before choosing a new career path in financial services in 2015. His high level of service and client interaction experience, coupled with his real-world business experience, is an asset that Matt brings to his role at MWA.
Education and Certifications
Series 7, 63, and 65 securities registered
Life, Health, and Variable Annuity licensed
Baltimore Estate Planning Council