Matt Harring,

CFP®, CPWA® Financial Advisor II First Vice President

A member of the Harring Planning Group, Matt is responsible for financial planning and strategies development. As a new client, you'll work with Matt extensively, as his team creates a customized financial plan focused on helping you pursue your lifetime goals and objectives. In the years that follow, you'll work with Matt to assess your progress towards these goals, as well as to address new challenges and goals as they arise.

Matt is widely recognized for his extensive financial planning expertise and technical proficiency. Matt is an adjunct instructor for the Advisory Mastery Program of Raymond James. He teaches a financial planning technique he pioneered aptly named, the Life Planning Dashboard.

Matt is a Certified Financial Planner professional. He is also Series 7, 66, and insurance licensed and holds the designation of Accredited Asset Management Specialist℠. Matt is a member of the Financial Planning Association and serves on the board of multiple nonprofits, including the American Cancer Society and Ronald McDonald House Charities Red Shoe Council. In his free time, Matt enjoys tennis and spending time with his wife, Taylor and son, Grayson.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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