Associate Client Relationship Mananger
As an Associate Client Relationship Manager, Matt is responsible for preparing account reviews and other reports for client review meetings. He works closely with the Client Relationship Managers. Prior to joining Maller Wealth Advisors, 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.
Education and Certifications
Series 7, 63, and 65 securities registered
Baltimore Estate Planning Council