Matthew Tucker, Cfp® Email & Phone Number

Scottsdale, Arizona, United States

Gilbert, Az

Scottsdale, Arizona

Develop a thorough understanding of each client's financial situation in order to create and deliver a suitable strategy based upon Vanguard's investment philosophy. Educate clients and provide investment strategies to help achieve client's goals. Identify the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed. Provide both verbal and written plans to communicate the recommended… Show more Develop a thorough understanding of each client's financial situation in order to create and deliver a suitable strategy based upon Vanguard's investment philosophy. Educate clients and provide investment strategies to help achieve client's goals. Identify the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed. Provide both verbal and written plans to communicate the recommended strategies.Conduct periodic reviews of portfolios and provide appropriate reports addressing clients' ongoing advisory needs.Deepen relationships through the business development process as needed with prospective clients and conduct consultations during the enrollment process.Initiate and implement the agreed upon investment strategy in accordance with Vanguard methodology and investment guidelines.Continue to stay abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive) within the financial services field. Show less

Scottsdale, Az

Assist beneficiaries, executors, and attorneys in the transfer of assets and change of ownership of a deceased client's estate.Seek to retain client assets and external consolidation by providing an exceptional client experience by using an educational, consultative approach to the estate planning and change of ownership process.Act as a subject matter expert for both internal partners and external clients regarding the inheritance and wealth transfer process.Maintain client loyalty… Show more Assist beneficiaries, executors, and attorneys in the transfer of assets and change of ownership of a deceased client's estate.Seek to retain client assets and external consolidation by providing an exceptional client experience by using an educational, consultative approach to the estate planning and change of ownership process.Act as a subject matter expert for both internal partners and external clients regarding the inheritance and wealth transfer process.Maintain client loyalty by delivering unmatched value and providing outstanding service to our clients.Assess and resolve complex issues in regards to estates and trusts, provide investment guidance, and help clients understand Vanguard's products and services. Show less

Scottsdale, Az

Assist all types of investors with meeting their financial goals, the young adult opening a first account, a family saving for a child's college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan.Use virtual technology to connect with clients and help them manage their assets.Develop relationships with clients to understand their unique investment needs and position… Show more Assist all types of investors with meeting their financial goals, the young adult opening a first account, a family saving for a child's college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan.Use virtual technology to connect with clients and help them manage their assets.Develop relationships with clients to understand their unique investment needs and position appropriate products or solutions.Coordinate complex client interactions. Handle high frequency complex interactions. Draft assistance of Vanguard expert groups as needed and ensure follow through to address client needs.Identify need for guidance/advice based on consultative dialogue with client. Show less

Prospect for new clients through different marketing segments and provide retirement planning strategies through various insurance and investment products.Educate clients on different retirement vehicles, current market conditions, and position strategies that would be suitable for their individual needs and financial goals.Manage a book of business and developing a referral base to acquire new clients.

Retail Sales

At the Conservatory I worked closely with the Director of Admissions on implementing new marketing strategies and new ideas to improve the quality of leads, while cutting down on marketing costs. I also designed and implemented the use of social media, which was just emerging at the time, to improve marketability and contact with prospective students. I gave creative input on direction of the curriculum and departmental improvements. My other responsibilities included contacting prospective… Show more At the Conservatory I worked closely with the Director of Admissions on implementing new marketing strategies and new ideas to improve the quality of leads, while cutting down on marketing costs. I also designed and implemented the use of social media, which was just emerging at the time, to improve marketability and contact with prospective students. I gave creative input on direction of the curriculum and departmental improvements. My other responsibilities included contacting prospective students via inbound and outbound calls, selling the school by explaining the curriculum, directing them to apply, and setting appointments to conduct interviews, both in person and over the phone. Show less

Bachelor Of Science (Bs), Finance, General

Cfp Candidate

Education record