Matt has worked in the finance industry since 2016 providing investment, trading, and planning advice. He grew up outside of Atlanta, GA and is a graduate of the University of Mississippi where he received a BBA degree with a dual major in Banking & Finance and Managerial Finance.
In 2023 Matt joined Baird and moved with his wife, Charlotte, from New York City to Charleston.
Matt is a CERTIFIED FINANCIAL PLANNER® and currently holds FINRA licenses for the Series 7, 63 and 66.
Matt recently joined Jody McAuley’s Private Wealth Management team in the Charleston office to assist with financial planning, tax reviews and to help clients navigate Baird’s Trust Company services.
Matt enjoys golfing, tennis, and travel in his spare time. He resides in downtown Charleston with his wife and new baby daughter, Margot.