Advisor Biography


Matthew Moll has spent nearly ten years in the financial services industry working with a major New York Stock Exchange member firm, a national bank and a discount brokerage institution.  Through his experience he gained expertise in portfolio management, financial planning, cash flow and liabilities management all while understanding the value of investing relative of cost to a client.  While Matt recognizes the time he spent working for those institutions as valuable he also noticed an opportunity on how to better serve clients.  While always keeping the best interest of clients at heart throughout his career he also noticed investment firms would make pushes for their brokers to sell products to clients to generate additional revenue for the firm.  Matt has always felt that pushing products for commission was a broken model in the financial services industry. While sometimes clients may have to pay commission to acquire certain products or investments, clients should not have to worry about commissioned sales proceeding the focus of their advisor offering quality service that best suits their needs.

Matt currently holds a Series 7 license (though he does not use it), Series 66 license, Accident and Sickness, Life Insurance and Variable Products licenses.  Matthew obtained his Bachelor of Science degree in Business Administration at Samford University and completed the curriculum for Financial Planning through Florida State University.