Meet Matt Cosgriff, Wealth Management Solution LeaderJuly 02, 2019
Matt leads the wealth management solution team which helps both private clients and businesses to develop financial plans to help individuals accomplish their goals. As the wealth management solution leader, Matt works to ensure the proper mix of products and services are available to deliver on the firm’s mission to create wow client experiences across all markets in the firm.
ABOUT WEALTH MANAGEMENT
Our expert team includes both Chartered Financial Analysts as well as Certified Financial Planners, allowing us to go far beyond basic investment strategies. Whether you’re looking to plan for retirement, fund a child’s education, or build a legacy for your heirs, we’re here to guide you every step of the way.