What’s Your Story

To me, serving a client means having a complete understanding of your needs, wants, and wishes. Learning your whole story is the start of our relationship.

I believe your past and your present must come together to create your future. And, for Obsessed Wealth Management of Raymond James, that couldn’t be truer. How I practice wealth management today has also been shaped by my experience. By getting to know each other, I’m able to show you how I believe your goals combined with my knowledge and perspective can create the ultimate financial plan to guide you through life.

Matt Moreman
CFP®, CIMA®, ChFC, CLU, AAMS, CMFC, CRPC®, CRPS®
Senior Vice President, Investments
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At the end of the day, who we are – our character – is all we’ve got.