Matt Potter

Financial Planner at WhiteRock Wealth Design

Role: Financial Advisor at Whiterock Wealth Design
Location: Fayetteville, AR, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Matt Potter

I love to serve others and develop life-time relationships. I am a \"Defender (ISFJ)\"…

Experience

Financial Advisor
Whiterock Wealth Design
Oct 2018 — Present · Fayetteville, AR

Education

Missouri State University
Bachelor's Degree, Finance
2007 — 2010
Missouri State University
Master of Business Administration (M.B.A.)
2010 — 2014

Skills

Personal Finance
Mathematics
Communication Skills
Customer Support
Warm Calling
Lockbox
Spelling
Internet Banking
Written & Oral Presentation Skills
Cash Management
Corporate Finance
Leadership
Finance
Economics
Remote Deposit Capture
Office Equipment
Teamwork
Problem Solving
English Grammar
Ach
Banking Technologies
Listener
Wire Transfers
Financial Accounting
Treasury Management
Microsoft Office
Community Service
Cross Selling
Technical Support
Retail Banking
Community
Account Management
Certificates of Deposit
Sweep Accounts
Building Relationships
Networking
Banking
Leading Discussions
Deposits
Positive Team Player

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
m••••••••@raymondjames.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••80

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Current company

Whiterock Wealth Design

Financial Services · 8 employees · Founded 2018 · Fayetteville, Arkansas, United States

Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed for you. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small team. When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do. We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals. Investment Advisory Services offered through WhiteRock Wealth Design, LLC. WhiteRock Wealth Design is not a registered broker/dealer.

whiterockwealthdesign.com

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