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With over 15 years of experience providing comprehensive financial planning services and consultations, Mark Matos has established himself as a seasoned Senior Wealth Advisor who specializes in working with high-net-worth individuals and organizations. His exceptional communication skills, keen attention to detail, and ability to work well within a team have contributed to his success in this field.
As a self-motivated and efficient financial advisor, Mark possesses an entrepreneurial spirit and the ability to coordinate services, delegate tasks, provide financial advice, and influence investments in an ever-changing environment. He has proven his expertise in high-net-worth clients, estate planning, investments, and wealth management through his achievements.
During his career, through comprehensive wealth management and financial planning advice, Mark has grown his book of business by more than $75 million, reaching $140 million over a 5-year timeframe. As a managing director, he expanded his high-net-worth client network from $25 million to over $80 million through community engagement and networking efforts. In addition, he closed a large insurance case of over $20 million to facilitate a profitable exit strategy for business owners.
Mark’s executive value and skills extend beyond his financial expertise. He possesses executive sales experience and is skilled in business development, driving client management, networking, and outreach communications to grow client portfolios. He supports local organizations and works with community leaders. He holds the necessary credentials, including insurance and financial planning licenses.
Mark is proficient in leveraging social media campaigns and networking strategies on Facebook, Twitter, LinkedIn, and business blogging to enhance his outreach efforts. With his passion for supporting community initiatives and his commitment to providing sound financial advice, he looks forward to working with clients to help them achieve their long-term financial goals. Mark’s strong track record of success and expertise make him a valuable asset to any organization or individual seeking financial planning guidance.
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Last updated: November 6, 2023
Standard Disclosure:Advisory Services provided through IC Advisory Services, Inc. – An SEC Registered Investment Advisor. Medley Advisory, LLC. Is not affiliated with IC Advisory Services, Inc Important Disclosures Page:. Click Here The Investment Center: Click Here Form CRS: Click Here The content on markmatos.net is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. This material is for informational purposes only, as of the date indicated, is not complete, and is subject to change. It does not contain any investment advice and does not address any individual facts and circumstances. Any investment involves some degree of risk, and different types of investments involve varying degrees of risk, including loss of principal. It should not be assumed that future performance of any specific investment, strategy or allocation (including those recommended by Mark Matos) will be profitable or equal the corresponding indicated or intended results or performance level(s). Past performance of any security, indices, strategy or allocation may not be indicative of future results. The historical and current information as to rules, laws, guidelines or benefits contained in this document is a summary of information obtained from or prepared by other sources. It has not been independently verified, but was obtained from sources believed to be reliable. Mark Matos does not guarantee the accuracy of this information and does not assume liability for any errors in information obtained from or prepared by these other sources. Mark Matos does not give legal or tax advice. He is not affiliated with a legal or accounting firm, and he does not render legal, accounting or tax advice. You should contact an attorney or CPA if you wish to receive legal, accounting or tax advice. We strive to write accurate and genuine reviews and articles, and all views and opinions expressed are solely those of the authors. Please follow this link for disclaimers