Matthew is a Senior Wealth Advisor for Aviance. He is committed to developing clients’ overall financial plans. Matthew is dedicated to meeting clients’ personalized goals based on their individual risk tolerance and time horizon. Matthew brings a breadth and depth of experience in finding efficiencies for each facet of financial planning; cashflow management, investment strategy, tax planning, risk management, retirement planning, and estate planning.
Prior to his role at Aviance, Matthew was a Financial Advisor with Citi Personal Wealth Management in New York City for 15 years. He developed comprehensive wealth management solutions for High-Net-Worth Individuals. Matthew holds the designation of Certified Financial Planner, CFP®. He has attained the Charted Financial Consultant designation, ChFC®, and is an Accredited Estate Planner, AEP®. Matthew earned a Bachelor of Science Degree from the Whitman School of Management at Syracuse University. He has obtained Executive Certificates from Fordham University and The Wharton School Aresty Institute of Executive Education. Matthew was selected for Leadership Collier (LC’20) and currently serves on the board of directors for the Naples Estate Planning Council.
Matthew and his wife Kristin live on the water in Bonita Springs, where they are raising their young son Timothy and a Black Labrador Retriever, Charlie. As a family, they enjoy the outdoors: boating, fishing, and the beach as well as indoor activities: boardgames, listening to music, and cooking together. Matthew enjoys coaching his son’s youth sports teams and is a NY Yankees, Syracuse University and Buffalo Bills fan. Personal interests also include volunteering, community involvement, gardening, and vintage vehicles.
