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.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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