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Matthew Benham

Matthew L. Benham
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

401 W Main St

Suite 101,

Louisville, KY 40202-2917

Matthew.Benham@Truist.com

Phone 502-562-5408

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About me

Background

Matthew Benham is a Vice President and Financial Advisor with Truist Investment Services, Inc. offering clients more than 15 years of experience in the financial services industry. Matthew's favorite part of his role is building long lasting relationships with all kinds of different people and situations. He values becoming an integral part of his client’s family and lives, he continues to provide financial well-being support for families even after the client's passing. 

To Matthew, retirement planning means more than providing clients with investment advice. It is remembering and focusing on the goal of maintaining the financial independence client's have worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding clients as people with unique goals, values and circumstances that determines the strategies Matthew develops on their behalf.

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

Education

Business Administration - Finance
University of Louisville 1995 2005

Personal Interests

Matthew has been married to his wife, Noelia, for eight years and they have two children, Isaac and Abigail. Together, they enjoy a variety of activities including sporting events, hiking, traveling and being active members of their church. Matthew has called Louisville his home for the past 22 years. In his personal free time, he has taken up the very humbling sport of golf.

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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