Haze Matthews
Financial Advisor @Georgia Financial Advisors
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WORK HISTORY
Financial Advisor @Georgia Financial Advisors
Savannah, GA, US
I help individuals, families, and business owners create personalized financial plans that align with their goals and values. My work involves a mix of client outreach, planning, and relationship management. I build connections through cold calling and networking, while focusing on delivering clear, thoughtful financial advice- Develop customized investment and retirement strategies tailored to each client’s situation- Use Orion Planning, Morningstar Office, and MoneyGuidePro to build financial plans and analyze portfolios- Meet regularly with clients to review progress and adjust strategies as needed- Hold SIE, Series 63, Series 65, Series 6, Georgia Variable Products License, and Georgia Life Insurance License.
EDUCATION
Wofford College
Bachelor of Science, Finance
ABOUT HAZE MATTHEWS
I help individuals and families make sense of their finances and feel confident in the decisions they’re making. My approach is centered on clear guidance, thoughtful planning, and meaningful conversations.
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