"Money can't buy happiness, but it can quiet the nerves." This quote is stitched on a pillow in my office that was a gift from one of my favorite clients.
After working as a risk analyst and attending graduate school, I embraced my heritage and became a 3rd-generation business owner. This is when I was introduced to Edward Jones. First as a client, and then building my own practice in Sanford. I have been "quieting nerves" since 1998.
Many people have helped me in this endeavor, and I have been passionate about paying forward this generosity within the firm. I have, and still do, mentor and coach newer financial advisors throughout the country. I have lectured and taught training classes in our St. Louis headquarters. I have run advanced workshops on topics ranging from portfolio building to estate considerations to tax-efficient investing strategies. I have been recognized 13 times over my career at the prestigious Managing Partners Conference or Financial Advisor Leaders Conference. In 2022, I was named as Forbes Best-in-NC Wealth Advisors*. My greatest accomplishment though, has been coaching middle school girls' basketball and living to tell the tale. Helping a player succeed and earning a parent's gratitude is priceless.
Throughout this journey, my wife, Lisa, has been my biggest fan. She is the best "investment" I have ever made by far. We have two children who fulfilled a dream by attending and graduating from our Alma Mater, the Ivy League-caliber college, William & Mary.
I partner with people to customize a strategy to achieve their distinctive financial goals. The widow who is courageously facing the next chapter of life. The entrepreneur whose long hours and risk-taking have finally paid off. The executive family who wants the Golden Years to shine a long time and, then afterwards, to help ease the burden of their beloved heirs and charities. The business owner that wants to help employees prepare for their retirement.
I am not for everyone, but I could be for you. Let's start a conversation. 919-775-4443.
* 2022 Forbes Best-in-State Wealth Advisors for NC, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Personal Fitness
- Vintage Cars
Phone NumberBrian Mathis at (919) 775-4443
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|Fri||09:00AM - 05:00PM|
- Web Conferencing
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