Matt Lavoie
Financial Planner @Larson Financial
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WORK HISTORY
Financial Planner @Larson Financial
Denver, CO, US
Helping clients flourish!
EDUCATION
University of North Carolina Wilmington
Bachelor of Science - BS
ABOUT MATT LAVOIE
I\'m a dynamic, self-motivated, and results-orientated finance management professional with a wealth of experience and proven successes. I\'m able to maintain responsibility for portfolio trading and execution of team strategy, research, updating databases, and administrative support. I\'m adept at developing investment strategies and training all staff and business partners on asset management software. I\'m capable of fostering and cultivating productive long-term relationships with key partners, stakeholders, and clients. I possess excellent leadership skills to manage diverse and cross-functional teams.Feel free to connect with me to learn more about how my skills and experience are a match for your needs.Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, Member FINRA/SIPC. Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.
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