Senior Wealth Manager

Matthew is a Senior Wealth Manager who offers clients more than ten years of financial services, retirement planning, and investment management experience. His focus is centered on advising clients on the development and implementation of investment strategies to help clients in meeting their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, and forming and executing an appropriate investment plan in order to obtain measurable results. He also consults on retirement planning, risk management, and other critical financial strategies.

Matthew previously worked for Fidelity Investments and was a President’s Circle Award Winner. Matthew has earned the professional designations of Certified Financial Planner™ and Chartered Financial Consultant®. He is a native of Northern Virginia and received a Bachelor’s of Science from Virginia Tech. He holds FINRA Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses. Matthew is a member of the Financial Planning Association, Loudoun County Chamber of Commerce, and Virginia Tech Alumni Association.

Contact: Matthew Gaffey

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