2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
- With CAPTRUST Since 2022
- 615.377.1177
-
5314 Maryland Way #300
Brentwood, TN 37207
Matt Bader, CFP®
Principal,
Financial Advisor
- San Angelo, TX
- The Things They Carried by Tim O'Brien
- Winston Churchill, C.S. Lewis, and Francis Schaeffer
- Honesty, integrity, and loyalty
Financial Advisors
Matt Bader is a wealth management financial advisor based in Nashville, TN.
Matt joined CAPTRUST in 2022 from TrustCore Financial Services. In the industry since 2009, he provides comprehensive wealth management solutions to high-net-worth individuals, families, and institutions. He serves as a principal and financial advisor and holds the designation of CERTIFIED FINANCIAL PLANNER®. Matt holds a Bachelor of Arts degree in government from Angelo State University and a Master of Science degree in personal financial planning from Texas Tech University.
When he’s not at work, Matt enjoys spending time with family and cheering on the Dallas Cowboys and Texas Tech sports.
Education
- Bachelor of Arts degree in government from Angelo State University
- Master of Science degree in Personal Financial Planning from Texas Tech University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Memberships
- Past Board Member, Financial Planning Association of Middle Tennessee
News & Resources
Endowments & Foundations
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
Announcements
7 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Retirement Plans
8 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
