Matthew Stratton Location
North Carolina, United States
Matthew Stratton Work
- 2024 - now Senior Wealth Advisor @ OneDigital Health and Benefits
- 2021 - 2023 Sr. Financial Planner @ Facet
- 2021 - 2023 Lead Planner at Facet @ Facet
- 2018 - 2021 Financial Advisor @ Raymond James
- 2016 - 2021 Ambassador for the Greensboro Chamber of Commerce @ Greensboro Chamber of Commerce
- 2015 - 2018 Financial Advisor @ Northwestern Mutual
- 2003 - 2015 Associate Wealth Management Advisor @ Northwestern Mutual
Matthew Stratton Education
- University of North Carolina at Greensboro
Bachelor of Science (B.S.) (Accounting and Finance)
2001 - 2003 - Grimsley High1992 - 1996
Matthew Stratton Skills
- Financial Advisory
- Investments
- Long Term Care
- Disability Insurance
- Retirement Planning
- Wealth Management
- Financial Planning
- Life Insurance
- Strategic Planning
- Finance
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 and 4 mobile phone numbers on RocketReach.
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Top OneDigital Health and Benefits Employees
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45+
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5+3
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