Matthew Moll has been in the financial services industry since 2005. He worked at a major New York Stock Exchange member firm, a national bank, and a discount brokerage institution, before founding his Investment Advisory firm in 2014. Through his experience he gained expertise in financial planning, portfolio management, retirement income planning, cash flow, insurance planning, and liabilities management.
Matt recognizes the time he spent working for institutions in the past as invaluable, but also noticed an opportunity on how to better serve clients. While working with clients throughout his career, he noticed investment firms would sometimes prioritize revenue growth over the best interests of clients by pushing representatives to sell products. Matt founded Moll Wealth Management with the standard of always doing what is in the best interest of the client. Moll Wealth Management operates as a fiduciary during all client interactions.
Matt currently holds a Series 66 license, Accident and Sickness, Life Insurance licenses. Matt obtained his Bachelor of Science degree in Business Administration at Samford University and completed the curriculum for Financial Planning at Florida State University.
Matt, his wife, Jennifer, and daughter, Emma, reside in Tampa, Florida. In his spare time, Matt enjoys traveling, snow-skiing, boating, going to the beach, and fishing with his family and friends.