Matthew Leatherwood
MS-Financial Planning | Baird Retirement Management | Working with Chevron Retirees
- Role
- Financial Advisor at Baird Retirement Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Matthew Leatherwood
My team and I work with people employed at and retiring from Chevron. We have developed an understanding of the company’s plans and have been able to help many Chevron employees with their retirement goals.
Experience
Financial Advisor
Apr 2013 — Present · Houston, TX, US
My colleagues and I at Baird Retirement Management work primarily with oil & gas retirees in the Houston area. We provide highly specialized retirement planning expertise for business professionals nearing retirement. Our perspectives are backed by our extensive experience, comprehensive industry knowledge and immersion in the latest retirement, income, and tax planning strategies. By focusing on select companies and industries, we can tailor our retirement planning advice to help meet the specialized planning needs and considerations of employees within a company or industry.My team primarily focuses on the needs of Chevron Corporation retirees. The primary objective in working with our Chevron clients is maximizing the benefits offered under their retirement plans. Particular emphasis is placed upon analyzing distributions from the Chevron Retirement Plan, Employee Savings Investment Plan, Retirement Restoration Plan, Long-Term Incentive Plan, Deferred Executive Plan, and any pension or deferred compensation from legacy plans of former employers. Based upon the client’s individual needs, we direct these distributions in an asset allocation model that allows for stability, income, and growth. The service we provide to our clients is individualized, customized, and completely tailored to their specific objectives.My team or Baird Retirement Management is not endorsed by or affiliated with Chevron Corporation.
Education
Accredited Domestic Partnership Advisor
ADPA, Financial Planning
Texas A&M University
Bachelor of Business Administration, Finance
2003 — 2007
College for Financial Planning
Master of Science (M.S.), Personal Financial Planning
2014 — 2015
Skills
- Finance
- Investments
- Risk Management
- Analysis
- Retirement Planning
- Portfolio Management
- Pensions
- Securities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.