Matt Westley

Matt Westley is a seasoned finance professional with extensive experience in client management and investment advisory. Currently serving as Vice President at First Trust since May 2014, Matt has previously held similar roles at Incapital and worked as a Financial Advisor at Financial Services and Smith Barney. With a proven track record of establishing and maintaining a substantial client base, Matt has consistently driven business growth exceeding 30 percent annually through effective client engagement strategies, including cold calling and seminars. An expert in analyzing financial data and collaborating with clients' advisors, Matt educates clients on strategies encompassing cash management, insurance, and investment planning. Matt holds a Bachelor of Arts in Economics from Miami University.