Managing Partner, Lead Advisor @ (May 2010 - April 2026)
Advanced Financial Advisor @ (January 2003 - May 2010)
Matthew Brock Education
Hampden-Sydney College 1998-2002
Matthew Brock Skills
Asset Management
Asset Managment
Estate Planning
Financial Advisory
Financial Planning
Financial Services
High Net Worth Individuals
Insurance
Investment Management
Investments
Long-term Care
Risk Management
Securities
Strategic Financial Planning
Succession Planning
Tax
Wealth Management
Mathematics
Economics
Matthew Brock Summary
Matthew Brock, based in Washington, DC, US, is currently a Regional Director, Partner at EP Wealth Advisors. Matthew Brock brings experience from previous roles at Divergent Planning, LLC and Ameriprise Financial Services, Inc.. Matthew Brock holds a 1998 - 2002 Hampden-Sydney College. With a robust skill set that includes Asset Management, Asset Managment, Estate Planning, Financial Advisory, Financial Planning and more. Matthew Brock has 2 emails and 1 mobile phone numbers on RocketReach.
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