Matt McCauley

Matt McCauley
Premier Banker

2600 Old Milton Pkwy

Alpharetta, GA 30009-2145

About me

Background

Matt McCauley is a Premier Banker with 16 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Matt’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He’s dedicated to providing an exceptional experience for his clients and their families, providing personal guidance and helping to tailor solutions for their financial journeys to and through retirement.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Fine Arts in Studio Art
Kennesaw State University

Personal interests

Born and raised in Georgia, Matt has spent the last eight years living in Roswell with his wife, kids, and dog - where he and his son are reigning, undefeated team Pictionary champions.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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