"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 11 times over my career at the prestigious Managing Partners Conference or Financial Advisor Leaders Conference. 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.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Personal Fitness
- Vintage Cars
Office Address503 Carthage Street Suite 200
Sanford, NC 27330
Phone NumberBrian Mathis at (919) 775-4443
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
- Web Conferencing
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