With over 15 years of professional experience, Matthew brings diverse skills and perspective to wealth management, by combining his knowledge of finance and desire to help families live more meaningfully.

Matthew’s practice is built on three pillars: honesty, integrity, and perspective. This approach has enabled him to build meaningful, long-lasting relationships with his clients and their families.

Services:

• Estate Planning
• Wealth Management
• Financial Planning
• Philanthropic Services
• Women and Company
• Socially Responsible Investing
• Planning for Special Needs Individuals
•  Business Succession Planning

 CONTACT INFORMATION

Citi Smith Barney

338 West Morse Blvd.

Suite 200

Winter Park, FL. 32789

Phone: 407-623-5630

Toll Free: 1-800-523-9906

Fax: 407-628-3485