Matthew Hackler has been a Financial Advisor with Collier Financial Solutions since March, 2018. His responsibilities include creating and reviewing client portfolios, investment performance, and relationship management in communication with clients. With a client-centric approach and the mindset that every person is unique, Matt provides comprehensive financial plans and retirement roadmaps based on a clients’ individual goals. He aims to prepare clients for their futures by first acknowledging that one’s financial needs demand clear communication. He believes that understanding the lifestyle and goals of each individual will aid in building a robust, bright, and comfortable future alongside them.
Earning a BA degree from the University of Central Florida in 2008, Matt also graduated with academic honors from Florida Trust School and Florida Graduate Trust School in 2015. He currently holds the General Securities Series 7, the Uniform Combined State Law Series 66 licenses, as well as the 2-15 Life, Health, and Annuity Insurance license. In 2019 Matt earned the Accredited Asset Management Specialist®, or AAMS®, designation. Upon completion of Raymond James’ Advisor Mastery Program, Matt has begun studying for the Series 9 and Series 10 licenses for Branch Management as well as the Certified Financial Planner (CFP®) certification.
Matt and his wife, Jeanne, along with their two daughters, Scarlett and Violet, live in the beautiful city of Mount Dora. Matt has a firm belief in giving back to a community which has been so generous to him; currently serving on the board of the Advent Health Waterman Foundation as Treasurer and Chair of the Finance Committee, as Secretary for the Education Foundation of Lake County, is involved in Rotary and with the Chamber of Commerce. In his downtime, Matt enjoys working out at CrossFit Unmatched, has a passion for sports cars, and enjoys every moment with his family, most especially outdoors.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.