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Wealth Management Advisor
Address38 Fountain Square Plaza Cincinnati, OH 45202 US
Contact HoursBy appointment
Serving the Cincinnati area, Matthew provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Matthew works closely with you to develop an investment plan that works for your unique objectives.
Matt joined Fifth Third Bank in 2009 and has served as a Private Bank Investment Executive and Wealth Management Advisor. In Private Bank, Matt works with high-net-worth families and individuals to provide personalized care and management of their finances.
Matt is married to Karen, a first grade teacher in the Loveland School District. They reside in Montgomery with their 2 boys, Ben and Nick. He is a board member of the Ronald McDonald House Planned Giving Council and a veteran of the Army National Guard. Matt has completed 24 full marathons.
Matt earned a Bachelors Degree in Finance from Southern Illinois University. He has a Certificate in Financial Planning from DePaul University and an Executive Certificate in Financial Planning from Xavier University.
Licenses & Professional Designations
- Series 7
- Series 63
- Series 65
- Life Insurance
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.Learn More