Matthew Mattice
- Role
- Senior Vice President, Next Level Planning & Investments at Raymond James
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Matthew Mattice
Driven by his passion to help individuals and families, and build meaningful lasting…
Experience
Senior Vice President, Next Level Planning & Investments
Apr 2022 — Present
We believe our clients deserve exemplary service, and we are committed to delivering. We pride ourselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique firm. Our team seeks to seamlessly integrate with your office, assessing the unique needs and objectives of your institution. We take the time to get to know the principles upheld by your organization, as well as your fiduciary responsibilities, before crafting strategies designed to meet your objectives. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC CFP: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
Clark University
Bachelor of Arts, Management & Economics
2002 — 2006
The American College of Financial Services
Certified Financial Planner (CFP), Finance, Financial Planning
2017 — 2019
Skills
- Wealth Management
- Series 6
- Series 63
- Outlook
- Sales
- Insurance
- Adobe Acrobat
- Finance
- Excel
- Risk Management
- Long-Term Care
- Coaching
- Estate Planning
- Securities
- Life Insurance
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Investments
- Employee Benefits
- Mentoring
- Mosaic
- Languages
- Long Term Care
- Mutual Funds
- Financial Planners
- Employee Training
- Disability Insurance
- Microsoft Office
- Recruiting
- Pagemaker
- Asset Allocation
- Retirement Planning
- Training
- Sales Management
- Economics
- Asset Management
- Series 7
- Strategic Financial Planning
- Financial Planning
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