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As an Investment Advisor Representative, Matt acts as a resource, guiding his clients in making the right 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.
“I look to serve as a resource to my clients, providing them with the tools, and guidance they need to navigate their financial path with confidence.”
Personal & Qualifications
With nearly 40 years in financial services, Matthew joined the industry in 1981. Prior to joining Barnum Financial Group, Matt worked for Prudential as a Financial Advisor and Mass Mutual as an Assistant General Agent, District Manager, and Senior Associate. Matt was also a course moderator for Life Underwriters Training Council. He received his BS in Business Administration, majoring in Insurance from the University of Rhode Island. Subsequently, he received the Chartered Life Underwriter (CLU) designation and Chartered Financial Consultant®(ChFC®) designation from the American College. Matt is licensed to sell Life, Accident, and Health Insurance and holds the Series 6, 63, and 65 Securities Licenses. He currently resides in North Providence, Rhode Island.
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Domiciled in RI. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000. Domiciled in NY.
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