Matthew understands that serving clients' financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone's needs and financial goals for the future are unique. As a financial advisor for Raymond James & Associates, Inc., located in Birmingham, AL, he puts his clients - and their needs - first.
Matthew has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP® Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are among the reasons why I take so much pride in the designation.
Offering a wide range of investment services and alternatives, Matthew is committed to helping you achieve your financial goals. Specializing in goal-based financial planning, he works with clients to design investment portfolios to help meet their individual needs. Service is what sets Matthew apart from others in the industry.
A Birmingham native, Matthew lives here today with his wife, Lauren and their son, Grayson and dog, Jade. He graduated from Furman University with a B.A. in business administration. He is a member at Oak Mountain Presbyterian Church. In his free time, he enjoys working out, hunting, volunteer coaching and spending time with his family.
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.