Matthew Pruitt Email & Phone Number
Senior Wealth Advisor and Team Leader, Managing Director @ MAI Capital Management
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Matthew Pruitt Location
- New Castle, PA, US
Matthew Pruitt Work
- Senior Wealth Advisor and Team Leader, Managing Director @ (April 2024 - Present)
- Senior Wealth Advisor @ (September 2020 - March 2024)
- Financial Advisor @ (December 2019 - August 2020)
- Financial Advisor @ (May 2017 - December 2019)
- Wealth Strategist @ PNC Wealth Management (January 2010 - April 2017)
Matthew Pruitt Education
- Purdue University
Bachelor's Degree (Financial Planning and Counseling)
2009
Matthew Pruitt Skills
- Customized Retirement Planning
- Investment Advisory Services
- Cash Flow Forecasting
- Strategic Financial Planning
- Financial Modeling
- Estate Planning
- Investment Strategies
- Portfolio Management
- Banking
- Wealth Preservation Planning
- Investment Advisory
- Retirement Planning
- Wealth Management
- Financial Planning
- Wealth Management Services
- Multi Generational Wealth Transfer
Matthew Pruitt Summary
- Matthew Pruitt, based in New Castle, PA, US, is currently a Senior Wealth Advisor and Team Leader, Managing Director at MAI Capital Management. Matthew Pruitt brings experience from previous roles at Treloar & Heisel, Citizens Investment Services, Merrill Lynch Wealth Management and PNC Wealth Management. Matthew Pruitt holds a Bachelor's Degree in Financial Planning and Counseling @ Purdue University. With a robust skill set that includes Customized Retirement Planning, Investment Advisory Services, Cash Flow Forecasting, Strategic Financial Planning, Financial Modeling and more. Matthew Pruitt has 2 emails and 1 mobile phone numbers on RocketReach.
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