Matthew McKean

Matthew McKean, CTFA
Senior Vice President Wealth Advisor Truist Bank

515 E Olas Blvd

4th floor,

Ft. Lauderdale, FL 33301

Matthew.mckean@truist.com

Phone 954-759-3418

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About me

Background

Matt McKean is a Wealth Advisor with Truist Private Wealth, where he works with high-net-worth individuals, business owners, and multi-generational families who need more than just investment advice.

He focuses on helping clients make sense of the bigger picture - bringing together investment management, credit and liquidity strategies, and trust and estate planning into one coordinated approach. Whether it's preparing for a liquidity event, navigating generational wealth, or simply getting everything aligned, Matt is known for helping clients cut through complexity and move forward with clarity.

His style is practical, direct, and relationship-driven. He spends the time to understand what matters most to each client and works closely with their attorneys, CPAs, and other advisors to ensure strategies are not only sound, but actually implemented the right way.


Matt has spent more than two decades in private wealth, including senior roles at Merrill Lynch, JPMorgan Private Bank, and Fiduciary Trust International. He holds the Certified Trust and Fiduciary Advisor (CTFA) and Chartered Advisor in Philanthropy (CAP(r)) designations, reflecting his focus on trust, estate, and charitable planning.

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

Education

BSBA
Villanova University School of Business
CAP
American College
CTFA
American Bankers Association

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