Matt Lavoie is a seasoned financial planner with a wealth of experience in guiding clients through their financial journeys. He earned his Bachelor’s degree in Finance from the University of North Carolina Wilmington in 2006 and has since built a distinguished career marked by his commitment to excellence and strategic insight.

Matt is a Chartered Financial Analyst (CFA), a designation that underscores his expertise and dedication to maintaining high standards in financial analysis and portfolio management. His deep understanding of market dynamics and investment strategies enables him to provide tailored advice that aligns with his clients’ long-term goals.

Matt is known for his integrity, analytical skills, and a genuine passion for helping clients navigate complex financial landscapes. When he’s not working, he enjoys staying active in the local community, hiking, snowboarding, and spending time with his young son Hunter.

Whether you’re planning for retirement, managing investments, or seeking guidance on financial matters, Matt Lavoie brings a depth of knowledge and a personalized touch to every financial plan he crafts.

Check the background of this investment professional on FINRA’s BrokerCheck.