Erwin M Matthews, Cpa/Pfs Email and Phone Number
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Erwin M Matthews, Cpa/Pfs personal email
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As a Registered Investment Advisor, I utilize a consultative process to deliver comprehensive fee-based financial solutions to retirees, high net worth individuals and business owners. Clients often see me as a "personal Chief Financial Officer". Our wealth management service incorporates asset allocation and portfolio re-balancing. Our Corporate Advisory specializes in serving lower-middle market, family-owned and other private companies with business strategy, due diligence, and execution. This process includes advice on capital structure and private equity transactions. Specialties: Portfolio Management, Retirement Income Strategies, due diligence and business strategy.
One Source Advisory Services Llc
View- Website:
- onesourceadvisor.com
- Employees:
- 12
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Managing Principal And Wealth ManagerOne Source Advisory Services LlcAtlanta, Ga, Us
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Managing PrincipalOne Source Advisory Services Llc Apr 2009 - PresentUsWe deliver comprehensive fee-based financial planning and investment advisory services to retirees and small business owners. We utilize tactical asset allocation strategies within our portfolio management process. Our planning is coordinated with your tax and estate planning professionals.Small business consulting includes financial management, growth strategies, operational efficiencies and succession planning.
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Operating Partner, Os Tax Service, IncJackson Hewitt Tax Service Inc. Nov 2016 - Aug 2024Jersey City, Nj, UsWe operated multi-unit franchise locations in Georgia and South Carolina. Our focus is on lower middle market opportunities that allow us to leverage technology and operational expertise to achieve economies of scale along with above average revenue growth. We invest in businesses that complement our financial services expertise. -
Senior Financial AdvisorMerrill Lynch Aug 2004 - Apr 2009New York, Ny, UsUtilized a consultative wealth management process for corporate executives, retirees and small business owners. Implemented tactical Asset Allocation strategies to manage risk in client portfolios. Used option strategies for income and risk mitigation in volatile market conditions. Partner on $50 Billion Corporate & Institutional Advisory team, serving fortune 100 executives.Delivered comprehensive wealth management services to professional athletes. -
Branch Manager/ Senior Financial AdvisorAmeriprise Financial Services, Inc. Apr 1994 - Aug 2004Minneapolis, Mn, UsConducted comprehensive fee-based financial planning services with a consultative process. Earned sales commissions for implementation of products sold through the advisor relationship. Gathered assets under management totaling $30 Million.Management oversight and leadership responsibilities for all branch employees and independent advisors. Successfully recruited and trained 7 advisors.Practice designated a Platinum Financial Services Practice, which represented the top 1% of financial advisors in the company. -
Senior Financial AnalystUsa Today Nov 1992 - Apr 1994Mclean, Va, UsPerformed analytical review procedures on the monthly operating results for the company and prepared financial statements for Controller, Director of Finance and CEO. Successfully, streamlined workload and duties expanded to include the analyst responsibilities of the NEWS department, effectively reducing headcount by one person. Assumed the role of News Department Analyst in addition to senior analyst position.Supervised and trained new analysts in performing monthly analytical review procedures. -
Senior AccountantErnst & Young Sep 1989 - Nov 1992London, GbSupervised Audit Engagements with an average of 2-3 staff accountants. We served clients in the financial services, retail and manufacturing industries. Prepared audit report comments and financial reports for engagement partners.
Erwin M Matthews, Cpa/Pfs Skills
Erwin M Matthews, Cpa/Pfs Education Details
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Emory University - Goizueta Business SchoolFinance - Private Equity -
University Of Richmond - Robins School Of BusinessAccounting
Frequently Asked Questions about Erwin M Matthews, Cpa/Pfs
What company does Erwin M Matthews, Cpa/Pfs work for?
Erwin M Matthews, Cpa/Pfs works for One Source Advisory Services Llc
What is Erwin M Matthews, Cpa/Pfs's role at the current company?
Erwin M Matthews, Cpa/Pfs's current role is Managing Principal and Wealth Manager.
What is Erwin M Matthews, Cpa/Pfs's email address?
Erwin M Matthews, Cpa/Pfs's email address is er****@****adv.com
What is Erwin M Matthews, Cpa/Pfs's direct phone number?
Erwin M Matthews, Cpa/Pfs's direct phone number is +140423*****
What schools did Erwin M Matthews, Cpa/Pfs attend?
Erwin M Matthews, Cpa/Pfs attended Emory University - Goizueta Business School, University Of Richmond - Robins School Of Business.
What skills is Erwin M Matthews, Cpa/Pfs known for?
Erwin M Matthews, Cpa/Pfs has skills like Leadership, Estate Planning, Financial Advisory, Alternative Investments, Consulting, Financial Planners, Accounting, Insurance, Retirement Planning, Financial Planning, Networking, Portfolio Management.
Who are Erwin M Matthews, Cpa/Pfs's colleagues?
Erwin M Matthews, Cpa/Pfs's colleagues are Arlena Gagne, Gentry Doxey, One Source Service Robin, Gentry Doxey.
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