• Matthew Schmidt

    Financial Advisor

    Vice President, Summit Wealth Management Group
    Wealth Manager, RJFS

At the age of 17, Matthew W. Schmidt moved to Pensacola, Florida in 1989 with his parents and two brothers. At a young age he developed a passion and love for education which drove him to complete a B.S. degree in education with a dual concentration on Mathematics and English.

His first teaching post was at East Hill Christian High School in Pensacola. As a teacher Matthew began to develop an interest and desire to learn the principles of successful investing, which he began to incorporate into his mathematics classes with his students. This new interest blossomed into a new career for Matthew in 2000 when he joined Raymond James & Associates and received extensive training and preparation to become a financial advisor.

Matthew’s Raymond James affiliation eventually led him into a partnership with Whitney Bank’s wealth management arm in 2005. In 2011, after the Hancock Bank acquired Whitney Bank, Matthew joined Morgan Stanley as a financial advisor for over three years. Now with 15 years of experience in some of the most challenging market conditions investors have ever experienced, Matthew serves his clients with distinction as Vice President at Summit Bank, specifically functioning as a Raymond James financial advisor within the company’s Pensacola market. Matthew’s extensive experience as a financial advisor in the banking world gives him a high level of understanding of how banking and wealth management issues are intertwined.

Matthew’s key personal interests include his love for boating and fishing the Pensacola area waters with his three boys, Max, Tyler, and Wesley, and his wife of 20 years, Kathryne (Militello) Schmidt. He is actively involved and also sits on the board of DeepStream Ministry, an organization founded and run by his brother Mark and his wife Gina bringing real hope to impoverished families in Guatemala.