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Matt Witter Location
Philadelphia, PA, US
Matt Witter Work
Financial Advisor and Member Owner @ (January 2018 - Present)
Co-Owner and Senior VP and Lead Advisor (Acquired by Savant in Nov '22) @ SFG Wealth Planning (January 2018 - Present)
Senior Wealth Advisor and Financial Planner @ (March 2016 - January 2018)
Senior Investment Advisor and Financial Planner @ (February 2011 - March 2016)
Analyst @ (May 2009 - February 2011)
Matt Witter Education
Santa Clara University Leavey School of Business
Certified Equity Professional (CEP)
2019-2021
West Chester University of Pennsylvania
B.S. Finance with Accounting Minor
Matt Witter Summary
Matt Witter, based in Philadelphia, PA, US, is currently a Financial Advisor and Member Owner at Savant Wealth Management. Matt Witter brings experience from previous roles at SFG Wealth Planning, The Sharp Financial Group, Canon Capital Management Group, LLC and Univest. Matt Witter holds a 2019 - 2021 Certified Equity Professional (CEP) @ Santa Clara University Leavey School of Business. Matt Witter has 1 emails on RocketReach.
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