Matthew Smith is an experienced finance professional with a strong background in investment management and financial consulting. Currently serving as an Investment Management Consultant I at Fidelity Investments since March 2020, Matthew has previously held multiple roles, including Workplace Planning Consultant III and Retirement Planning Consultant. Prior experience includes working as a Wealth Management Consultant at Avantax Wealth Management℠, where responsibilities encompassed holistic financial planning, relationship management, and educating advisors on tax-smart investing strategies. Matthew also gained sales experience as a Sales Consultant at Grubbs Infiniti and has a background in futures and options brokerage with E Lee Carter Inc. and client services management at HD Vest Financial Services. Matthew started a career in logistics with Genesis Energy, L.P. after earning a Bachelor's degree in Finance and Financial Management Services from the University of Louisiana Monroe in 2010.
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