2018 -now Co-Owner and Senior VP and Lead Advisor (Acquired by Savant in Nov '22) @ SFG Wealth Planning
2016 -2018 Senior Wealth Advisor and Financial Planner @
2011 -2016 Senior Investment Advisor and Financial Planner @
2009 -2011 Analyst @
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.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.