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Matt Whelan

  • Financial Advisor
  • Investment Advisor Representative

 

Matt graduated from Georgia Southern University–Armstrong Campus in 2022 with a Bachelor of Business Administration in Economics. As an Investment Advisor Representative, Matt acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Qualifications

  • Licensed to sell Life, Accident, and Health Insurance
  • Holds his Series 7, Series 63, and Series 65 Securities Registrations
  • Is a ChFC ® (Chartered Financial Consultant)

I am licensed to offer fixed life insurance products and services in SC. State licenses vary. Domiciled in SC.

Matt Whelan

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more !!

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