Matt joined Adviser Investments in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked closely with individual clients to implement personal and comprehensive financial planning solutions. In 2022, he was honored in Boston magazine as a Five Star Wealth Manager. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and received his Accredited Wealth Management AdvisorSM (AWMA®) designation in 2015. Matt graduated from Bryant College in Smithfield, RI, with a B.S. in business administration and a concentration in finance. He lives with his wife and daughter in Acton, MA, along with their lovable Redbone coonhound, Grant.
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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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