Matt Shields Email & Phone Number
Partner and Financial Advisor @ U.S. Capital Wealth, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Matt Shields Location
- Georgetown, TX, US
Matt Shields Work
- 2017 -now Partner and Financial Advisor @
- 2017 -now Financial Advisor @
- 2010 -2017 Financial Professional @
- 2005 -2010 Business Banker @
Matt Shields Education
- Stephen F. Austin State University
Bachelor of Business Administration (BBA) (Finance, General)
1999-2003
Matt Shields Skills
- Leadership
- Microsoft Office
- Financial Reporting
- Project Management
- Banking
- Business Analysis
- Accounting
- Insurance Strategies
- Retirement Planning Strategies
- Commercial Lending
- Lines of Credit
- Litigation
- Loans
Matt Shields Summary
- Matt Shields, based in Georgetown, TX, US, is currently a Partner and Financial Advisor at Legacy One Financial Advisors. Matt Shields brings experience from previous roles at U.S. Capital Wealth Advisors, LLC, The Prudential Insurance Company of America, Newark, NJ and Chase Bank. Matt Shields holds a 1999 - 2003 Bachelor of Business Administration (BBA) in Finance, General @ Stephen F. Austin State University. With a robust skill set that includes Leadership, Microsoft Office, Financial Reporting, Project Management, Banking and more. Matt Shields has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Matt Shields?
Find contact details for 700 million professionals.
Others Named Matt Shields
Matt Shields
Business Consultant
Charlotte, NC, US
Matt Shields
Founder and CEO
Kiama, NSW, AU
Matt Shields
Co-Founder
Charlotte, NC, US
Matt Shields
CEO Team Manager
Stockport District, GB
Top U.S. Capital Wealth, LLC Employees
James McDaniel
Managing Director
Austin, TX, US
Jon Meyer
Chief Compliance Officer
Austin, TX, US
Jim Fortescue
Managing Partner
Orangeburg, NY, US
Willa Sheridan
Chief Operating Officer
Austin, TX, US
John Howle
Managing Director
Dallas, TX, US
Brad Miller
Managing Director
Houston, TX, US
Betsy Hodges
Chief Compliance Officer
Austin, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co