Todd Matthews

Todd S. Matthews, CFP®
Senior Vice President Financial Consultant Truist Investment Services, Inc.

3322 West End Ave

Suite 620,

Nashville, TN 37203-1217

Todd.Matthews@Truist.com

Phone 615-748-4566

Get directions

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About me

Background

Todd is a Senior Vice President, Financial Consultant for The Smith Group of Truist Investment Services, Inc.

Todd is a graduate of Campbell University, where he double majored in Trust and Wealth Management and Business Administration.

Todd Matthews brings more than 15 years of experience in the wealth management industry, working with high-net-worth individuals and families.

Todd is deeply committed to helping clients define and pursue their individual and family goals. He takes a thoughtful, personalized approach that aligns each client’s objectives with comprehensive financial planning strategies designed to help grow, preserve, and efficiently transition wealth over time. By taking the time to understand what matters most to each client, Todd and The Smith Group of Truist Investment Services, Inc. develop tailored solutions that support long-term well-being. The Smith Group specializes in serving successful individuals, families, and institutions, providing access to a broad range of resources and strategies to address complex financial needs. The team is dedicated to delivering exceptional, attentive, and customized service, with a strong focus on building enduring relationships grounded in trust, transparency, and a deep understanding of each client’s unique priorities. 

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

Education

Bachelors - Trust and Wealth Management
Campbell University
Master of Business Administration
Campbell University

Personal Interests

Outside of his professional responsibilities, Todd is passionate about coaching youth sports and serves on the advisory board of Mercy Community Health. Todd is also actively involved in his church. Todd and his wife, Rachel, enjoy traveling, boating, and attending live music and sporting events. Much of their time is devoted to their two sons, Braeden and Rowan. Todd is also actively involved in his church community in Franklin, Tennessee. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

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