Financial Solutions
One of the best ways to improve your 401k plan is to have a financial advisor who has the heart and skills of a teacher and the patience and passion of a coach.
That is why TEL has partnered with Matthew W. Schmidt of Morgan Stanley Smith Barney to work with our clients who desire to improve their delivery on their existing plans, and our clients who need expert help designing and implementing a new plan.
When he moved to Pensacola in 1989, Matt studied to be a teacher and a coach, and taught and coached middle and high school students from 1993-1999. With a desire to bring those same skill sets into his financial services business, Matt began his career with Raymond James in 2000. In 2003, Matt joined Destin Bank, now Whitney bank and became the financial advisor for their Penascola market. When Whitney Bank was acquired by Hancock bank in 2011, Matt transitioned to Morgan Stanley Smith Barney.
Throughout the tumultuous markets of the last decade, Matt has set himself apart as an advisor with a proven investment philosophy and the skills and heart to educate our 401k plan participants throughout good and bad markets.
For more information about TEL’s unique 401k plan available to our clients, or to speak with Matt directly regarding your personal investments, please feel free call us anytime to set up a free one-on-one consultation or click here.
