Matt Bader Email & Phone Number
Financial Planner @ TrustCore
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Matt Bader Location
- Nashville, TN, US
Matt Bader Work
- 2014 -now Financial Planner @
- 2012 -2013 Integrated Wealth Planner @ Envision Wealth Planning
- 2011 -2012 Financial Planning Specialist @ Snow Creek Wealth Management
- 2010 -2010 Fixed Annuity Intern @
- 2009 -2010 Associate Investment Analyst @
- 2009 -2009 Financial Planning Specialist @
- 2005 -2007 Records Clerk Manager @ Tom Green County District Attorney
Matt Bader Education
- Texas Tech University
Master Of Science
2008-2010 - Angelo State
Bachelor Of Arts (Government)
2002-2007
Matt Bader Skills
- Wealth Management
- Personal Financial Planning
- Holistic Financial Planning
- Lifestyle Planning
- Investment Management
- Asset Allocation
- Wealth Preservation Planning
- College Funding Strategies
- College Savings Plans
- Risk Management
- Wealth Management Services
- Asset Management
- Investments
- Financial Planning
- Portfolio Management
- Retirement Planning
Matt Bader Summary
- Matt Bader, based in Nashville, TN, US, is currently a Financial Planner at Trustcore Financial. Matt Bader brings experience from previous roles at Envision Wealth Planning, Snow Creek Wealth Management, Summit Alliance Companies and United Capital Financial Advisers, LLC. Matt Bader holds a 2008 - 2010 Master Of Science @ Texas Tech University. With a robust skill set that includes Wealth Management, Personal Financial Planning, Holistic Financial Planning, Lifestyle Planning, Investment Management and more. Matt Bader has 2 emails and 1 mobile phone numbers on RocketReach.
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