Matt Watson

Managing Director at Strategic Retirement Partners

Matt Watson is a experienced finance professional with a career spanning over two decades in retirement plan consulting and financial advisory services. Currently serving as Managing Director at Strategic Retirement Partners since April 2023, Matt advises on retirement plans and fiduciary responsibilities for numerous employees. Prior to this, Matt held the role of Vice President - Retirement at NFP Retirement Division from July 2017 to April 2023, where a strong commitment to client goals was emphasized. Experience as a Retirement Plan Advisor at Wells Fargo Advisors from 2009 to 2017 involved enhancing retirement income potential for participants and ensuring fiduciary compliance. Matt began a career in financial advisory at Merrill Lynch, specializing in retirement plan consulting and investment management from 1999 to 2009. Educational qualifications include a BA in Psychology from The Citadel and a C(k)P Designation from The Retirement Advisor University through UCLA Anderson School of Management Executive Education.

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