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™ certification and the Certified Trust and Fiduciary Advisor designation, 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 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.