4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Principal,
Financial Advisor
Matt joined CapTrust Advisors in Tampa in 2004. He became part of CAPTRUST in 2017, when CapTrust Advisors joined CAPTRUST. Matt is currently a principal, financial advisor responsible for providing investment advisory services to fiduciaries of foundations and endowments and comprehensive wealth management services to high-net-worth individuals. Previously, Matt was a director at Reilly Fisher & Solomon and he has worked in the industry since 2000.
Taking a little time out to understand the basics of...
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