Matthew has more than 10 years of experience with financial planning, customized reporting and all aspects of market research. He holds Series 7 and 66 securities licenses and ACCREDITED ASSET MANAGEMENT SPECIALIST certification.
He transitioned from UBS in 2017 with the Zizmer Jones Private Wealth Management Group, where he held the same role.
Earlier in his life, Matthew served in the United States Marine Corp for eight years. He earned a bachelor’s degree in business economics from the University of Central Florida. Outside of work, Matthew has a strong commitment to his family and community.