3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
- With CAPTRUST Since 2022
- 615.377.1177
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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
Announcements
Retirement Plans
4 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
Wealth Management
4 months ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Announcements
5 months ago
CAPTRUST Grows Nashville Presence with Addition of TrustCore Financial
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
