Matthew Slaggie,
CFP® Director of Client Relations, SCG Financial Advisor, RJFSMatt joined his brother at Slaggie Capital Group in 2014, and shortly after enrolled in Raymond James’ Advisor Mastery Program to earn his licenses to become a Financial Advisor.
Matt continued his professional growth by earning the Accredited Asset Management SpecialistSM designation in 2015, and his Certified Financial Planner® designation in 2017. These were all obtained through extensive training, exams, and background checks, and are maintained through a commitment to continuing education and adherence to strict ethical criteria.
He specializes in working with small business owners, medical professionals, and select families, especially those with an emphasis needed on multigenerational planning. Through open and clear communication, Matt helps clients identify what really matters to them, and then develops investment strategies that are suitable to help accomplish those goals.
His approach brings the Raymond James Institutional Process to the everyday investor. This consultative process gives his clients access to the same type of planning, execution and monitoring that is usually reserved for high-net-worth individuals or institutions.
Prior to joining Slaggie Capital Group, Matt graduated from Marquette University with a BA in Advertising and worked as Team Sales Manager at WinCraft, Inc. He collaborated directly with professional sports teams’ retail and promotional departments on the procurement of licensed products. This work cultivated deep interpersonal relationships with both clients and coworkers by listening, being accountable and going the extra mile to ensure success.
With a foundation of attending Catholic schools, Matt believes in treating others how they want to be treated. He also believes that each action is capable of a profound reaction. He believes in the power of a “hello”, but also as important is a simple “thank you”.
Matt has been active in the community through many facets. As a long time blood donor, Matt has helped save lives by donating over 13 gallons in his lifetime. He is an active member of the Winona Civic Association, serves as Treasurer of the Slaggie Family Foundation, and as secretary of Winona Golf & Dining. He previously served on the boards of the Winona Area Red Cross and the Catholic Schools Foundation.
After graduating from Marquette, Matt moved back to Winona to be near family, friends, and to raise a family in this great community. His home life is occupied by his wife, Lindsay, three daughters, Lila (13), Mia (11) and Camilla (8), and two dogs, Winnie and Randy Moss. Some of his hobbies include running and biking. He likes to cook, but loves to eat. Matt is passionate about many things, but most eager to converse about traveling, any type of food or restaurant, or interesting shows that he can watch once his family goes to bed.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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.
