Matthew R. Short, Mpas®, Cfp®, Awma®, Crpc® Email & Phone Number

Bethlehem, Pennsylvania, United States

I work closely with a select number of the Firm’s high net worth clients to ensure that their overall financial and lifestyle needs are optimized. This includes developing fluid client financial roadmaps, structuring their investment portfolios with tax optimization as a priority, and working with their business goals, estate plans, and retirement plans as needed. I essentially am the go-to for everything financially strategic in our clients’ lives, on an ongoing basis. I am also involved with business development within the Firm, working closely with the Firm’s partners to strengthen and grow the business. This entails focusing on the high-detail and personal touch approach that has made the firm successful.I also work on special projects and have the ability to contribute strategic thoughts and approaches to the firm, strengthening the Firm’s “best practices” approach for its clients.The firm works on a team approach, which helps to ensure that our clients are always in professional hands regardless of their specific needs We therefore have all resources available for my clients.

Allentown, Pennsylvania, United States

I took a position as a financial consultant at a successful Schwab branch, utilizing my acquired wealth and financial management skillsets to work with select clients. Utilizing these skills, I was able to successfully grow my client base by $65 million in just over two years, becoming the leading advisor for branch growth during my tenure there . I achieved this by providing an exceptional client experience for high net-worth individuals and families while managing wealth on behalf of my clients through a comprehensive goals-based planning relationship. I also focused on developing referrals as well as increasing net asset flow and offering advised solutions.

Wayne, Pennsylvania, United States

I was the lead financial wealth manager for 5 PNC Bank branches in the wealthiest areas of Philadelphia. While there, I was able to successfully create strong partnerships with my branch partners in order to successfully drive new relationships to PNC Investments. I also led the Delaware County region in new business development as it pertained to the conversion of clients to PNC Investments from the PNC Private Client Group division. This was done through a strong partnership with my select Private Client Group bankers. In addition to this my primary focus was to develop comprehensive goals based financial plans to help clients implement appropriate investment strategies and accomplish their serious long-term financial goals.

Limerick, Pennsylvania, United States

I was promoted to a lead financial advisor; in this role I successfully opened and grew a new branch, overseeing my branch team while cultivating new clients and revenues for the company, while at the same time helping my clients achieve their long-term core financial goals through a planning-based relationship. I was able to accomplish all of this before moving further upward career-wise to PNC.

St Louis, Missouri, United States

• I was selected as one of 20 recent college graduates to pilot a revolutionary Edward Jones leadership development initiative. • I worked alongside some of the most successful financial advisors at the firm in attaining in depth product knowledge and in developing a comprehensive goals based financial planning process and client retention process to implement with my future clients.• I worked alongside the firm’s best business coaches to develop comprehensive business development practices in order to drive client acquisition and increase assets under management.

Master Of Science - Ms, Personal Financial Planning

The Master of Science Degree in Personal Financial Planning is designed for individuals who are interested in earning a graduate degree..

Bachelor Of Science - Bs

The University of Florida is a comprehensive learning institution built on a land-grant foundation. We are The Gator Nation, a diverse.

Associate Of Arts - Aa

Activities and Societies: Phi Theta Kappa Honors Society and Graduate with HonorsIn keeping with our values and goals, Santa Fe College.