Matt Wright Email & Phone Number

Matt focuses on coming alongside his clients in getting their arms around their financial picture. By understanding client’s needs, goals and tolerance for risk, he and his team are able to help produce customized strategies built to meet their specific goals not beat an index. Matt has spent the last 16 years serving high-net-worth investors and their families. Prior to forming McKinnon Wealth Management in 2012, Matt worked as part of a wealth management team at UBS, serving both institutional and high-net-worth clients. In 2011, Matt was a graduate of Lifework Leadership, a national leadership development program crafted to engage leaders on issues they face in their personal and business lives. A native of Gainesville, FL; Matt graduated from the University of Florida with a B.S. in Business Administration with an outside concentration in Psychology. Outside of the office, Matt finds joy in both family and community activities. He is active locally with First Priority of South Florida, CityChurch South Florida, and New City Players. On a national level, Matt is involved with Rock by the Sea, raising funds for children’s cancer research and other worthy causes.He, his wife, and three daughters live in Ft. Lauderdale. They enjoy cooking, travel, Disney, and Gator football. This information is intended for use by residents of CA, CO, DC, FL, GA, IL, KY, MD, MI, MN, MS, NC, NY, OH, PA, SC, TX, VA, and WI only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Retirement Planning, Wealth Preservation Planning, Retirement, Investments, and 11 others.

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  University Of Florida - Warrington College Of Business Administration

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