Matt joined Individual Financial Services (IFS) in 2012 in the role of Registered Sales Assistant. Prior to IFS, Matt held various research, operational and support positions with a local independent financial planning firm.
In addition to supporting Neil and Martin, Matt’s responsibilities include assisting in the ongoing management of client relationships, assisting in the design and management of client portfolios, and investment research and product analysis. He is also responsible for the day-to-day interactions and relationships with the various financial and investment firms and coordinating with the operational, compliance, and trading departments at Raymond James Financial, our current Broker/Dealer.
Matt earned his B.S. in Finance from Slippery Rock University. Committed to learning and excellence in his field, Matt holds the Certified Fund Specialist (CFS) designation and is a candidate for the CFP® Certification. In addition, he holds the FINRA Series 7 and 63 professional licenses along with the Life, Accident, & Health Insurance license.
Matt and his wife, Ashley, reside in Valencia, PA. He enjoys running in North Park, going to concerts and weekend getaways to Tionesta.
Matt can be reached at email@example.com or by calling (724) 935-3770.