Matthew Wilkow is a Financial Planner at The Legacy Group and Center for Wealth Preservation, LLC, specializing in working with high net-worth clients and successful business owners to preserve and accumulate wealth. Prior to their current roles, Matthew served as an Account Executive II at Lightpath and an Area Sales Manager at hibu. With a Bachelor of Science in Economics & Business Management from Stony Brook University, Matthew also gained experience as a Financial Services Intern at CPS FINANCIAL & INSURANCE SERVICES, INC.
July, 2020 - present
Senior Financial Planner at Valmark Financial Group
Financial Planner at Canaccord Genuity
Associate Chartered Financial Planner at Evelyn Partners
Financial Planner at Center for Wealth Preservation, LLC
Wealth Manager And Financial Planner at Money Concepts
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