Matt Turner

Matt Turner, CFP®, CIMA®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Horizon Group of Truist Investment Services, Inc.

814 A1A N

Suite 200,

Ponte Vedra Beach, FL 32082-3212

MTurner@Truist.com

Phone 904-543-6264

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About me

Background

Matt Turner is a 2005 graduate of Purdue University, where he earned his bachelor’s degree in Management with a minor in Finance. He was captain and a four-year starting center for Purdue’s Big Ten football program. He earned his MBA from the University of North Florida in 2012. Matt started his career in Financial Services at Wachovia Securities in 2006. Matt lives in Switzerland Florida with his wife and three children. He enjoys boating, fishing, and time outdoors.

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

Education

Bachelor's Degree - Management
Purdue University, Krannert School of Management 2001 2005
Masters if Business Administration
University of North Florida, Coggin College of Business 2010 2012

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

  • 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

Locations

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