Cfp® Matt Bankston

Matt Bankston, CFP®, has a diverse work experience spanning multiple industries and roles. Matt currently serves as the Publisher at South Shreveport/Caddo Parish Journal where they began in 2023. Prior to this, they were the Managing Director of Platform Strategy and Innovation at Choreo starting in 2022. Matt also had the opportunity to explore their passion for baking by starting their own business, Bankston's Best, with their wife in 2022. Matt has extensive experience in the finance and investment industry, starting with their role as the Owner of BNR Investments LLC in 2013. Matt then served as the Wealth Management Director of Operations at RSM US Wealth Management LLC from 2019 to 2022. Before that, they held various positions at Argent Financial Group, Inc., including Chief Client Innovation Officer and Vice President and Trust Officer. Matt also gained experience as a Financial Advisor at Morgan Stanley and Fidelity Investments, as well as fulfilling the role of a Financial Advisor at American Express Financial Advisors. Overall, Matt has a diverse background in finance, investment management, business ownership, and media publishing.

Matt Bankston, CFP®, holds a Bachelor of Science in Finance from Louisiana Tech University, which they obtained from 2000 to 2004. Subsequently, they pursued further education at The University of Dallas from 2005 to 2008 and completed their Master's in Business Administration (MBA) with a focus on Financial Services. Additionally, they have obtained the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc, although the specific month and year of their certification have not been provided.