April 6, 2021—Before you decide how much to borrow for your home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could potentially enjoy certain tax benefits or perhaps leverage investment opportunities that you may otherwise miss.
As part of the Wilmington Trust and M&T Emerald Advisory Services® team, Matt is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout the country. He works closely with other professional and family advisors to analyze financial positions and develop plans to help clients achieve future personal and financial goals.
Matt has been with Wilmington Trust since 2015. He has over two decades of multifaceted experience in the financial services industry, specializing in banking and credit products, investment management solutions, and wealth transfer planning. He began his career with Ernst and Young, LLP, consulting with municipal debt issuers, and since that time, he has held positions as a credit analyst, commercial banking relationship manager, wealth strategist, and private banker. Prior to joining Wilmington Trust, he spent 11 years at The Northern Trust Company.
Matt holds a bachelor’s degree in finance from the University of Florida, graduating with honors, and a Certificate in Financial Planning from Florida State University. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2004.
He is a board member of the Martin County Estate Planning Council and the Treasurer of the Florida Oceanographic Society, Inc. Matt has been involved in various charitable organizations, including serving on the board of directors for Hibiscus Children’s Foundation, where he was a member of the endowment and finance committees and the board of the Arts Foundation for Martin County.