Matthew Ellis is a Premier Banker with 14 years of financial services experience and can’t imagine doing anything else. 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.
Over the years, Matt has had the pleasure of working with numerous families, all with unique financial situations. He takes the time to understand each client’s full financial picture, goals, and concerns, and, with his team, provides planning-based advice that seeks to overcome those concerns and help them achieve their short- and long-term goals. To him, other than raising his children, there’s truly nothing more rewarding.
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
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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