2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
- With CAPTRUST Since 2023
- 210.402.7200
-
1826 N Loop 1604 W #260
San Antonio, TX 78248
Matt Huggins, CFP®, CIMA®
Vice President,
Financial Advisor
- Dallas, TX
- Hoosiers
- Socrates, Benjamin Franklin, and Albert Einstein
- I can do all things through Christ, who strengthens me.
- Honesty, humility, and hardworking
Financial Advisors
Matt Huggins is a wealth management financial advisor based in San Antonio, TX.
Matt joined CAPTRUST in 2023 from Southern Wealth Management and serves as a vice president and financial advisor. He develops and manages complex investment advisory solutions for clients. He’s also responsible for building relationships with clients, which often includes finding solutions across a broader scope of their wealth advisory needs.
Matt holds a Bachelor of Business Administration degree in finance from the University of Notre Dame. When he’s not at the office, he enjoys playing golf and spending time with family.
Education
- Bachelor of Business Administration degree in finance from the University of Notre Dame
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
News & Resources
Announcements
In the Community
1 month ago
CAPTRUST Community Foundation Supports 76 Nonprofits on Giving Day
Fourth Annual Giving...
Announcements
3 months ago
San Antonio’s Southern Wealth Management Joins CAPTRUST
Bolsters Firm’s Presence in Texas and...
Wealth Management
4 months ago
Net Unrealized Appreciation
Net unrealized appreciation, or NUA, is a tax strategy that...
