Matt Heard
Associate Advisor @Bmss Wesson Wealth Solutions
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WORK HISTORY
Associate Advisor @Bmss Wesson Wealth Solutions
Birmingham, AL, US
Serve individuals, families, and business owners by helping organize and steward their financial lives through comprehensive, values-aligned planning.• Provide holistic financial planning across retirement planning, cash-flow planning, investment management, and inheritance planning• Support clients through major life transitions, including retirement, liquidity events, and multi-generational wealth transfer• Partner with business owners on planning considerations related to business operations, transitions, and transactions• Participate in trust administration, estate planning discussions, and coordination with attorneys, CPAs, and other professional advisors• Deliver ongoing client service, relationship management, and plan implementation for a diverse client base• Collaborate with senior advisors by supporting complex planning needs across a broad range of households and business owners• Help clients bring clarity and structure to their financial lives through disciplined planning and thoughtful decision-making
EDUCATION
Loganville Christian Academy
High School
University of West Georgia
BS, Accounting and Finance
SKILLS
ABOUT MATT HEARD
I help families and business owners bring clarity, structure, and confidence to their financial lives.With over 12 years of experience partnering with clients, I’ve built my career at the intersection of people, strategy, and stewardship.Before transitioning into wealth management, I ran a national recruiting business serving founders, entrepreneurs, and executives across the country—including long-standing partnerships with Chick-fil-A Operators and small business leaders. I also served as the right hand to the CEO of FireSeeds and Wildsparq, overseeing financial operations and serving in a CFO capacity for two multi-million-dollar organizations.Today, I am actively serving clients at BMSS Wesson Wealth Solutions, bringing a background in client management, financial oversight, and strategic growth to help individuals and business owners make wise, intentional decisions with their wealth.I have also successfully passed the CFP® Certification Examination. What can be a 2-3 year process, I was blessed to complete in 8 months. I am currently completing the professional experience requirement toward full CFP® certification through the Certified Financial Planner Board of Standards, Inc, and look forward to earning the CFP® marks upon completion of all requirements.
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