Matthew Zolton
Private Wealth Manager at Creative Planning LLC
- Role
- Private Wealth Manager at Creative Planning
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Matthew Zolton
Matthew Zolton is a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages over $45.8B, as of November 30, 2019, for clients in all 50 states and abroad. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities
Experience
Private Wealth Manager
Jan 2021 — Present · Overland Park, KS, US
Education
The University of Kansas
BA, History
1998 — 2002
University of Kansas School of Law
Juris Doctorate, Law
2002 — 2005
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