Matthew provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve their wealth management goals. As a CERTIFIED FINANCIAL PLANNER™ professional, he holds one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining Raymond James, Matthew was a wealth strategist and financial advisor with Strategic Financial Partners (MassMutual); owner of Alliance Law & Counseling, with focused practice areas of estate planning, probate, and business law; a financial advisor with Ashford Advisors (Guardian Life Insurance); and managing associate at the Pickler Law Firm.
He holds a bachelor’s degree from the University of Tennessee-Knoxville and a Juris Doctor from Florida Coastal School of Law, where he graduated cum laude and with pro-bono honors.
In his free time, Matthew is a member of a barbecue team that competes around the Southeast. He also enjoys reading, University of Tennessee football, and spending time with his wife and two dogs.
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.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.