Matt’s integrity, dependability, and dedication to his clients’ overall wellbeing guides him when he offers strategic and personalized financial planning advice. He takes a hands-on approach to working with clients and their families to ensure they receive the best care possible. These values translate into his work in the community as well as the office. Matt’s contributions to his hometown of Naples, Florida have included being a Board Member of the Boys & Girls club, the Take Stock in Children program and more. He also volunteered to work with students in a local financial literacy organization, was a committee member for the Naples Community Hospital, and Founder and Chair of the Board for Phoenix Education Network.
“The most fulfilling aspect of my job is that my clients are truly friends and family to me. I have the ability to enrich their lives through the comfort I can provide them from the wealth management perspective. Knowing that I have made a positive impact on their lives is priceless,” Matt noted.
MAI is proud of Matt’s accomplishments and recognition on this list and looks forward to future achievements that the team will accomplish throughout the remainder of 2023 and beyond.
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This award was issued on 02/01/23 by Five Star Professional (FSP) for the time period 06/13/22 through 12/09/22. Five Star winners do not pay to win or to be considered for the award. Professionals showing up in Featured Results, however, may have paid a fee to appear there.
Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 642 Southwest Florida-area wealth managers were considered for the award; 76 (12% of candidates) were named 2023 Five Star Wealth Managers.
The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients.
The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Visit www.fivestarprofessional.com.