Matt Heath Email & Phone Number
Financial Planning Consultant @ Rockland Trust
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Matt Heath Location
- Boston, MA, US
Matt Heath Work
- Advisor @ (September 2026 - Present)
- Financial Planning Consultant @ (April 2025 - Present)
- Financial Planner @ (October 2021 - April 2025)
- Financial Planner @ (March 2015 - April 2021)
- Financial Services Specialist (Bank Trust, BD, RIA and Wirehouse) @ (August 2013 - March 2015)
- Institutional-RIA and Bank Trust @ John Hancock Funds (October 2013 - January 2014)
- Private Real Estate @ Plymouth REIT (July 2011 - October 2012)
- Associate Private Equity @ Brookwood Financial Partners (December 2007 - June 2011)
Matt Heath Education
- Connecticut College 1998-2002
Matt Heath Summary
- Matt Heath, based in Boston, MA, US, is currently a Financial Planning Consultant at Rockland Trust. Matt Heath brings experience from previous roles at EP Wealth Advisors, Cerity Partners, Cabot Wealth Management, Inc. and EMC. Matt Heath holds a 1998 - 2002 Connecticut College. Matt Heath has 1 emails and 1 mobile phone numbers on RocketReach.
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