Matthew Stratton Email & Phone Number
Senior Wealth Advisor @ OneDigital Health and Benefits
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Matthew Stratton Location
- North Carolina, United States
Matthew Stratton Work
- 2024 -now Senior Wealth Advisor @
- 2021 -2023 Sr. Financial Planner @
- 2021 -2023 Lead Planner at Facet @
- 2018 -2021 Financial Advisor @
- 2016 -2021 Ambassador for the Greensboro Chamber of Commerce @ Greensboro Chamber of Commerce
- 2015 -2018 Financial Advisor @
- 2003 -2015 Associate Wealth Management Advisor @
Matthew Stratton Education
- University of North Carolina at Greensboro
Bachelor of Science (B.S.) (Accounting and Finance)
2001-2003 - Grimsley High 1992-1996
Matthew Stratton Skills
- Financial Advisory
- Investments
- Long Term Care
- Disability Insurance
- Retirement Planning
- Wealth Management
- Financial Planning
- Life Insurance
- Strategic Planning
- Finance
- Insurance
- Public Speaking
- Leadership
- Financial Analysis
- Financial Services
Matthew Stratton Summary
- Matthew Stratton, based in North Carolina, United States, is currently a Senior Wealth Advisor at OneDigital. Matthew Stratton brings experience from previous roles at Facet, Raymond James and Greensboro Chamber of Commerce. Matthew Stratton holds a 2001 - 2003 Bachelor of Science (B.S.) in Accounting and Finance @ University of North Carolina at Greensboro. With a robust skill set that includes Financial Advisory, Investments, Long Term Care, Disability Insurance, Retirement Planning and more. Matthew Stratton has 1 emails on RocketReach.
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