Matthew T. Wallace Email & Phone Number

I thrive helping each and every Dean client address his or her unique set of challenges. Problem solving is inherent in my DNA and also an important aspect of the Dean culture. As a vice president with Dean, I oversee many of the firm’s relationships with wealth management and retirement plan clients. When working with wealth management clients, I’m focused on engaging in consultative discussions that help individuals and families define the vision for their life. These conversations enable me to design and implement personalized wealth and investment strategies that support the achievement of their life goals. I guide the firm’s retirement plan clients on various aspects of plan design, administration, investment selection and employee education. My goal, when working with retirement plan clients, is to help ensure the plan aligns with the company’s overall objectives. When I’m not working, you can find me attending sporting events for my young children.

Listed skills include Wealth Management Services, Personal Tax Planning, Retirement Planning, Personal Financial Planning, and 15 others.