Matt Burlew

Matt Burlew, CFP®
Assistant Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.
The Upland South Group of Truist Investment Services, Inc.

200 W Vine St

Suite 200,

Lexington, KY 40507-1612

Matt.Burlew@Truist.com

Phone 859-629-3221

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About me

Background

Matt Burlew has been serving clients in the financial services industry since 2009 and believes that investing is about more than numbers and analytics: It’s about pairing his clients’ individual goals with a long-term, integrated investment strategy tailored to their unique needs. He can only do that by getting to know a client, a family, or an organization to help them identify their individual vision for a sound financial future.

Matt is a CERTIFIED FINANCIAL PLANNER™ professional with an extensive background in financial planning. He finds great joy in walking clients through the complex issues surrounding their financial lives and providing answers to the many questions they may have along the way. He advises them on a multitude of issues beyond investment management, including retirement savings, education funding, income planning, wealth preservation, estate planning, and many others.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master’s degree
The University of Edinburgh, Scotland 2009
Bachelor of Arts
Cincinnati Christian University 2007

Personal Interests

Matt earned his bachelor’s degree from Cincinnati Christian University and his master’s, with distinction, from the University of Edinburgh, Scotland. He’s a native and current resident of Lexington, Kentucky, living there with his wife, Patrice, and their three children. He’s a past president of the Kiwanis Club of Lexington and actively involved in his local church. In addition to being involved with all of his children’s activities, he enjoys sports, the outdoors, and cooking for family and friends.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Locations

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