Matthew Trefethen
Sr. Vice President Wealth Management at Nash & Associates
- Role
- Sr Vice President Wealth Management at Nash & Associates
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Matthew Trefethen
Our Mission: “At Nash & Associates we strive to provide objective, sound – comprehensive financial solutions designed to take you through all the stages of your life. From creating a strong financial foundation, amassing wealth and protecting your assets with insurance, to avoiding common pitfalls and prospering in periods of economic downturn – we can help identify your needs and provide complementary solutions to help you take action today wherever you are in life, whatever your needs, and whatever the economic climate.” Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Nash & Associates and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer\'s comments may not be representative of any other person\'s experience and is no guarantee of future performance or success.
Experience
Sr Vice President Wealth Management
Dec 2010 — Present · Indianapolis, IN, US
At Nash & Associates we strive to provide unbiased, sound - comprehensive financial solutions designed to take you through all the stages of your life. From creating a strong financial foundation, amassing wealth and protecting your assets, to avoiding common pitfalls and prospering in periods of economic downturn – we can help identify your needs and provide complementary solutions to help you take action today wherever you are in life, whatever your needs, and whatever the economic climate.\"
Education
Butler University
BA, Political Science, History
1999 — 2004
Carmel High School
Diploma
1994 — 1998
College for Financial Planning
Chartered Retirement Plan Specialist, Financial Planning and Services
2005 — 2006
Skills
- Strategic Financial Planning
- Relationship Management
- Financial Planning
- Finance
- Asset Management
- Insurance
- Portfolio Management
- Financial Planners
- Investment Strategies
- Disability Insurance
- Financial Services
- Investment Management
- Annuities
- Long Term Care
- Retirement
- Iras
- Estate Planning
- Alternative Investments
- Personal Finance
- Financial Advisory
- Asset Allocation
- Wealth Management
- Investments
- Risk Management
- Mutual Funds
- 401k
- Retirement Plan Consulting
- Qualified Retirement Plans
- Securities
- Retirement Planning
- Life Insurance
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