Yesterday we shared with you how Matt Wilcox stands out in his industry. Today he talks about his future goals with Central Financial Group!
Matt and his wife Andrea (who are associates at Central Financial Group) would like to branch out and start helping small businesses with their financial planning. In addition, Matt says he’d love to help build a team of advisors to create a comprehensive list of services to offer. “I would really like to build or be part of a ‘dream team’ of trusted advisors in different areas of professional experience,” he says. “Each one has his/her own niche market, we would have the capability to feed off each other and help maximize overall plans. It would be cool to build and/or be a part of something like that.” Clients can already count on the ‘dream team’ that Matt and Andrea have built just between the two of them.
Do you own a small business that needs the support of Matt and Andrea’s services? Connect with Matt at firstname.lastname@example.org.
Matt Wilcox, Registered Representative
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Central Financial Group (CFG) or Modern Muse are not affiliated. Additional products and services may be available through Matt Wilcox or CFG that are not offered through AIC. Securities email: email@example.com
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