Matt Reed

Officer - Financial Consultant at Truist Investment Services Inc., Truist Wealth

Role
Financial Consultant at Truist Wealth
Location
Atlanta, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matt Reed

Financial Consultant at Truist Wealth Management. Focused on providing financial coaching to help clients reach a state of financial peace.

Experience

  1. Financial Consultant

    Truist Wealth

    Jul 2022 — Present · Atlanta, GA, US

    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:

Education

  • Northwestern University

    Certified Financial Planning, Financial Planning and Services

  • Wilbur O. and Ann Powers College of Business at Clemson University

    Bachelor's degree, Financial Managment and Marketing

    2014 — 2018

Skills

  • Microsoft Word
  • Athletics
  • Market Research
  • Competitive Analysis
  • Investments
  • Finance
  • Microsoft Powerpoint
  • Teamwork
  • Group Work
  • Leadership
  • Event Planning
  • Bloomberg Terminal
  • Social Media
  • Public Speaking
  • Social Networking
  • Microsoft Office
  • Strategy
  • Management
  • Customer Service
  • Microsoft Excel
  • Advertising
  • Accounting
  • Marketing

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Matt Reed — Financial Consultant at Truist Wealth in Atlanta, GA, US | Unifers