7 days ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
- With CAPTRUST Since 2008
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Matthew Leggett, CFP®
Senior Financial Advisor
- Raleigh, NC
- A River Runs Through It
- Three old friends
- Don't ever give up.
- Kindness, loyalty, and a sense of humor
Financial Advisors
Matthew Leggett is an institutional retirement plan advisor based in Raleigh, NC.
CAPTRUST welcomed Matt to our team in 2008. He has more than 15 years of experience in the financial services industry, working with clients at every stage of their financial journey. As a senior financial advisor, Matt is responsible for providing investment advisory services to institutions and high-net-worth individuals.
Education
- Bachelor of Science degree in business management from North Carolina State University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
News & Resources
Resources
Retirement Plans
2 months ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
Retirement Plans
2 months ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Retirement Plans
3 months ago
Healthcare Savings in Retirement
As a plan sponsor, it’s important to not only assist...
