Matthew Underwood, Lutcf®, Fscp®, Ricp® Email and Phone Number
Matthew Underwood, Lutcf®, Fscp®, Ricp® personal email
- Valid
As a Financial Advisor at Lincoln Investment, I help clients achieve their financial goals by providing customized advice and solutions. I have over 20 years of experience in the financial services industry, and I hold multiple credentials, including LUTCF®, FSCP®, and RICP®, that demonstrate my knowledge and experience in various aspects of retirement planning, insurance, and investment management.I am passionate about building long-term relationships with my clients and delivering exceptional service and value. I also enjoy collaborating with other professionals in my field and staying updated on the latest trends and developments. In addition to my role as a Financial Advisor, I am also a First Sergeant at the Florida State Guard and a business owner, where I apply my leadership, communication, and problem-solving skills to serve my community and pursue my interests.
Florida State Guard
View- Website:
- floridastateguard.org/forged+
- Employees:
- 128
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Master SergeantFlorida State GuardPonte Vedra Beach, Fl, Us
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Financial AdvisorLincoln Investment Oct 2020 - PresentFort Washington, Pa, UsAdvisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com -
First SergeantFlorida State Guard Aug 2023 - PresentTallahassee, Fl, Us
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OwnerSpray Foam Genie Of Jacksonville Aug 2023 - Present -
Agency OwnerCoastal Insurance Advisors Oct 2021 - Present -
Financial AdvisorInnovative Financial Solutions, Inc. May 2019 - Oct 2020Bloomington, In, Us -
Financial AdvisorEdward Jones Apr 2018 - May 2019St. Louis, Mo, Us -
Exclusive AgentHorace Mann Sep 2009 - Nov 2017Springfield, Il, Us -
Facility ManagerGrifols Jan 2008 - May 2009Sant Cugat Del Vallès, Barcelona, Es -
Director Of Student Employment - Associate Director Of Transfer AdmissionsMercer University Apr 2004 - Jun 2007Macon, Georgia, Us -
Personal Banker-Mortgage LenderBank Of America Jun 2002 - Mar 2004Charlotte, Nc, Us -
Financial Services Representative/Assistant Branch ManagerSuntrust Bank Jan 2001 - Jan 2003Charlotte, Nc, Us -
Insurance Sales AgentGeico Apr 1999 - Nov 2001Chevy Chase, Md, Us
Matthew Underwood, Lutcf®, Fscp®, Ricp® Skills
Matthew Underwood, Lutcf®, Fscp®, Ricp® Education Details
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Mercer UniversityPolitical Science
Frequently Asked Questions about Matthew Underwood, Lutcf®, Fscp®, Ricp®
What company does Matthew Underwood, Lutcf®, Fscp®, Ricp® work for?
Matthew Underwood, Lutcf®, Fscp®, Ricp® works for Florida State Guard
What is Matthew Underwood, Lutcf®, Fscp®, Ricp®'s role at the current company?
Matthew Underwood, Lutcf®, Fscp®, Ricp®'s current role is Master Sergeant.
What is Matthew Underwood, Lutcf®, Fscp®, Ricp®'s email address?
Matthew Underwood, Lutcf®, Fscp®, Ricp®'s email address is ml****@****ail.com
What schools did Matthew Underwood, Lutcf®, Fscp®, Ricp® attend?
Matthew Underwood, Lutcf®, Fscp®, Ricp® attended Mercer University.
What skills is Matthew Underwood, Lutcf®, Fscp®, Ricp® known for?
Matthew Underwood, Lutcf®, Fscp®, Ricp® has skills like Insurance, Financial Services, Management, Access, Human Resources, Marketing, Budgets, Microsoft Office, Coaching, Software Documentation, Payroll, Microsoft Excel.
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