Matthew Winger

Matthew Winger
Vice President Financial Consultant Truist Investment Services, Inc.

203 E Tarpon Ave

Tarpon Springs, FL 34689

matthew.s.winger@truist.com

Phone 727-940-9616

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About me

Background

Matt is a Financial Consultant with Truist Investment Services, Inc offering clients more than 15 years of financial service experience.  His main objective is to help clients address their financial well-being.

He focuses on advising clients by developing and implementing investment strategies to help them address their immediate and future goals.  He follows a disciplined process of assessing a client’s financial education, forming and executing an appropriate investment plan, and performing periodic portfolio maintenance to align with clients' goal.  He also consults on risk management, retirement planning, and other financial strategies.  

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

Education

Master of Business Administration
University of South Florida 2011
Master of Science, Sports Management
University of Florida 2008
Bachelor of Science, Sports Management
University of Florida 2006

Personal Interests

Matt is a Florida native and is married with a loving daughter.  When he’s not working, Matt loves RVing, fishing, golfing and traveling. 

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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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Recommended Resources

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Market Perspective – September 17, 2026 | Truist Wealth
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