Matt Wilson, AAMS® AIF®

Matt Wilson, AAMS® AIF®

LPL Financial Advisor

Matt Wilson understood the importance of saving and investing from a young age. After circumstances led him and his family to move in with his grandparents, Matt saw firsthand how his grandfather’s investments set him up for comfortable living post-retirement and allowed him to support his family.

Matt credits this early experience with saving and investing as the reason he works as a financial advisor.
Whether it be saving for education costs, setting up a 401k, or guiding individuals toward their retirement goals, he takes a personalized approach to working with each of his clients. Matt loves determining which path and plan is right for each client, and through deep conversation, he’s able to glean the needs, wants and wishes of his clients – which ultimately defines the financial plan for each person.

While working with clients, Matt seeks to define their reality – how much do you have and need now? –
and help them address their goals – what do you want to accomplish and what do you want to avoid?

Wherever clients are in their life, Matt can help them better plan for the future and always has their best interests in mind.

Matt joined Cornerstone in 2021 in order to grow and enhance his practice independently. He graduated from Bob Jones University in 2002 and has worked as a financial advisor since 2008.

Outside of the office, Matt enjoys playing golf, spending time with his family, and traveling to new places.