As a Financial Planner, Matt partners with the advisory, financial planning, and operations teams to review and assess a holistic view of clients’ finances, taxes, and estate planning needs. Leveraging his skill set, Matt fosters connections, anticipates client needs, and navigates complex problems to provide extraordinary service. Matt is dedicated to nurturing robust client relationships and creating a customized wealth management experience that goes above and beyond.
Matt is a graduate of the University of South Florida with a bachelor’s degree in finance. During his tenure within the financial industry, he has held a variety of positions including serving as a Wealth Strategy Associate for an Institutional Consulting team for 3 years and a Client Service Associate for 5 years.
Matt is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary®, and holds FINRA Series 7, 24, and 66 securities registrations. He is also licensed to offer health, life, and variable insurance contracts, including long-term care and disability policies. Matt joined the Addessi Team in 2024 and is a Registered Representative with Commonwealth Financial Network®.
Outside of the office, Matt and his wife Mackenzie love to travel, cook, and spend time with their family and their German Shepherd, Pickles. In his free time, he enjoys long distance running and biking on Florida trails.