Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country.
Matt decided he was going to take the best practices employed by the large institutions and bring that expertise to small and mid-size companies. This means Matt with our team meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees.
Matt holds his series 7 and 66 securities registrations through LPL Financial.