Matt Buchanan
Wealth Management - Financial Advisor
- Role
- Financial Advisor at LPL Financial
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Matt Buchanan
I was raised in Northern Virginia, and played college baseball in Mississippi for four years before returning to the area. I hold a bachelor of science in business administration from Belhaven University, where I graduated summa cum laude in 2001. I have been a financial advisor with LPL Financial since 2003. I specialize in wealth management, college and insurance planning. I\'ve been recognized on several occasions by LPL Financial for outstanding client service. I was named to InvestmentNews\' national list of top \"40 Under 40\" financial advisors in 2016. I have also been named by Northern Virginia Magazine as one the area’s “Top Financial Professionals” in 2015 and 2016 – an award based on peer nominations and panel selection.I am a CERTIFIED FINANCIAL PLANNER™ certificant and have my Series 7, Series 31, Series 66 (through LPL Financial) and insurance licenses. Anna and I have been married since 2008 and have three children, son Judah, and daughters Harper and Declan. I enjoy spending time with my wife and kids, golfing, reading, riding my motorcycle and watching baseball games.Specialties: I specialize in wealth management, college and retirement planning, long term care, life insurance & disability party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss or transact business with residents of the following states: AZ,DE,FL,GA,MD,MS,NC,NY,TN,TX,VA
Experience
Financial Advisor
Jan 2003 — Present
Office Phone: 70••••••33Securities offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact and Personal Info\' section above.
Education
Belhaven University
BS, Business Administration
1997 — 2001
Skills
- Securities
- Retirement
- Financial Planning
- Asset Allocation
- Mutual Funds
- Investments
- Asset Management
- Wealth Management
- Financial Planners
- 401k
- Insurance
- Financial Advisory
- Uniform Combined State Law
- Disability Insurance
- Long-Term Care
- Investment Advisory
- Life Insurance
- Finance
- Retirement Planning
- Finra
- Financial Analysis
- Series 7
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