With more than 25 years of experience in financial advising, Matt Connell has helped countless business owners and executives grow and manage their wealth. Matt’s experience working with businesses, families and individuals enables him to guide clients through every season of life. His comprehensive approach to planning and investing has led him to become an innovative investment professional guiding auto industry entrepreneurs and reinsurance professionals.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional Matt starts with the end goal in mind to guide clients through any market cycle with a steady hand and unwavering commitment to their best interests.
Prior to joining Raymond James in 2025, Matt worked in a wealth management division of a growing regional bank where he designed and grew a reinsurance investment offering from scratch.
Matt graduated from Arizona State University with a Bachelor of Science degree in economics. He earned the professional certification of CFP® in 2008. Away from the office, Matt enjoys traveling, spending time with his wife and two adult children, and walking the puggle. He is also a sports history and memorabilia enthusiast. If you are having a trivia night, you’ll want Matt on your team!
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.
