Matt Burlew

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

200 W Vine St

Suite 120,

Lexington, KY 40507-1612

About me

Background

I’ve been serving clients in the financial services industry since 2009 and believe that investing is about more than numbers and analytics: It’s about pairing my clients’ individual goals with a long-term, integrated investment strategy tailored to their unique needs. I 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.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with an extensive background in financial planning, I find 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. I advise 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

MTh
The University of Edinburgh, Scotland 2009
BA
Cincinnati Christian University 2007

Personal Interests

I earned my bachelor’s from Cincinnati Christian University and my master’s, with distinction, from the University of Edinburgh, Scotland. I’m a native and current resident of Lexington, KY, living here with my wife, Patrice, and our three children. I’m a past president of the Kiwanis Club of Lexington and actively involved in my local church. In addition to being involved with all of my children’s activities, I enjoy sports, the outdoors, and cooking for my 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

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