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

About me

Background

Matt Turner is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst® (CIMA®), and Managing Director with Truist Investment Services, Inc., offering clients more than 14 years of investment experience.

As a team member of The Horizon Group of Truist Investment Services, Inc., Matt focuses on personalized retirement and financial planning. He strongly believes in creating individualized solutions tailored to each client’s need, while providing the highest level of investment acumen and professionalism.

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

Personal Interests

Matt serves on the board and is an active member of the First Coast Crimestoppers. In his free time, he enjoy boating, fishing, and spending time outdoors with his wife and three children.

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

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