Matt Winger
Premier Banker
33075 US Highway 19 N
Palm Harbor, FL 34684-3149
About me
Background
Matt Winger is a Premier Banker with 11 years of financial services experience, who believes that his clients’ finances should create opportunities. He leads a team of financial specialists who, together, follow a community banking model to help 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 tailor solutions to fit each client’s family’s priorities and build their trust through high-touch attention, in-depth conversations, and technology.
Matt holds his Series 7 and 66 securities registrations and his life, health and variable annuities insurance licenses.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
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
