Matthew J. Buckley,
CFP®, CTFA
Managing Partner, Towne Wealth Management
CERTIFIED FINANCIAL PLANNER®
Matt is a Managing Partner at Towne Wealth Management where he serves the comprehensive wealth management needs of high-net-worth families including business owners of privately held companies and families with multi-generational wealth. Matt offers clients over 30 years of financial services experience including over 20 years in wealth management. As a Certified Financial Planner® professional, Matt specializes in the development and implementation of holistic wealth management plans and solutions. Matt was previously a Senior Vice President and Wealth Advisor with SunTrust Bank’s Private Wealth Management Division.
Through a highly experienced team-based approach, the advisors at Towne Wealth Management deliver comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.
Matt holds a Bachelor of Arts in Economics from the University of Virginia and Master of Business Administration from The College of William & Mary. Matt has achieved the Certified Financial Planner® and the Certified Trust and Fiduciary Advisor certifications, holds the Series 7 and 66 registrations along with the Virginia life and health insurance license. Matt is a member of the Financial Planning Association and the Estate Planning Council of Richmond, Virginia and serves on the Board of Directors for Commonwealth Community Trust*.
*Raymond James is not affiliated with the above organizations.
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.