Matt Sights

Financial Advisor at TD Capital Management, LLC

Role: Financial Advisor at Td Capital Management Llc
Location: Memphis, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Td Capital Management Llc
Jan 2019 — Present · Memphis, TN, US

Education

University of Mississippi
Bachelor of Science (BS), Accounting
2005 — 2009
University of Mississippi
Master's degree, Accounting
2009 — 2010

Skills

Us Gaap
Cpa
U.s. Generally Accepted Accounting Principles (Gaap)
Assurance
Sarbanes-Oxley Act
Financial Accounting
Auditing
Accounting
Gaap
External Audit
Sec Filings
Fast-Paced
Internal Controls

Contact information

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Work email
•••••@tdcapitalmanagement.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

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Current company

Td Capital Management Llc

Financial Services · 9 employees · Founded 1996 · Memphis, Tennessee, United States

TD Capital Management LLC is a wealth management/investment advisory firm based in Memphis, TN. The firm is a registered investment advisor with the United States Security and Exchange Commission (SEC). We are dedicated to providing comprehensive financial integration and portfolio management services to individual and families. We also provide investment management services for pension and profit sharing plans, endowment funds, trusts, estates and charitable organizations. We serve our diverse clientele as trusted financial advisors, currently managing approximately $970 million in assets for approximately 400 individuals and entities located throughout the United States as of December 31, 2023. Founded in 1996, TD Capital Management LLC has from its inception been committed to focusing on the specific circumstances and objectives of each individual client. We have intentionally chosen not to devote time and resources to formal marketing, but instead concentrate solely on serving our clients consistent with our core principles, and grow through referrals. We invite you to review our thoughts and services to assess how we might be helpful in assisting you in the accomplishment of your personal financial goals and objectives.

tdcapitalmanagement.com

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Experience

Financial Advisor

Education

University of Mississippi

University of Mississippi

Skills

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