Matthew Beardwood
Director of Wealth Management & Chief Compliance Officer at Westover Capital Advisors®, LLC | CERTIFIED FINANCIAL PLANNER™
- Role
- Director of Wealth Management & Chief Compliance Officer at Westover Capital Advisors , Llc
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
About Matthew Beardwood
With more than 25 years of financial service and investment industry experience, Matt…
Experience
Director of Wealth Management & Chief Compliance Officer
Westover Capital Advisors , Llc
Dec 2016 — Present · Wilmington, DE, US
As Director of Wealth Management at Westover Capital, I am responsible for the oversight and delivery of wealth management advice and manage the development and implementation of firm-wide initiatives, strategies, and best practices to deepen and broaden Westover’s client base. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.Westover Capital Advisors is an independent, fee-only, and privately owned investment and wealth management firm founded in and based in Wilmington, Delaware. To learn more visit westovercapital.com.
Education
Florida State University
Certificate in Financial Planning, Financial Planning and Services
Hobart and William Smith Colleges
Bachelor of Arts - BA, Political Science and Government
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