Mathew Bound

Mathew Bound, CFP®, is the Regional Director of Planning at KeyBank, where they focus on driving client referrals and expanding relationships through financial wellness initiatives. Previously, Mathew served as an Associate Planner at ValMark Securities, where they provided technical assistance, facilitated advanced case design, and trained new team members. Additionally, Mathew gained experience as a Credit Analyst intern at Aleris. They hold a Bachelor of Arts in Corporate Finance and a minor in Economics from The University of Akron, along with a Financial Planning Certificate from Boston University.