Matt West Email & Phone Number | Matt has earned the Certified Financial Planner professional certification. The CFP certification is awarded to candidates who not only meet rigorous experience and ethics requirements but successfully complete a curriculum of financial planning coursework and pass the CFP Certification Examination. Final accreditation marks proficiency in financial planning, risk management, investing, tax planning, retirement and employee benefits, and estate planning strategies. In addition, a Certified Financial Planner must also meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics, as well as their Professional Responsibility and Financial Planning Practice Standards. Mr. West focuses on complex wealth issues that face high-net-worth individuals, their families and business owners. His experience includes; wealth management, estate planning strategies, philanthropy, alternative investments, control and restricted securities, lending solutions, hedging and monetization, cash management and in-depth financial planning. By acting as the client’s lead financial advisor and coordinating decisions with their accountants and attorneys, he helps establish and implement a comprehensive financial plan for each client’s unique goals and objectives. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Matt West

Matt has earned the Certified Financial Planner professional certification. The CFP certification is...
Colorado Springs, Colorado Springs, United States

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Matt West’s Email matt.west@raymondjames.com

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Matt West’s Location Colorado Springs, Colorado Springs, United States

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Matt West’s Prior Industry Morgan Stanley

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Work Experience

Raymond James

Vice President Investments

Present

Morgan Stanley

Second Vice President, Financial Advisor

2003-12-01T00:00:00.000Z - 2017-01-01T00:00:00.000Z

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FAQ About Matt West

Matt West is located at
Colorado Springs, Colorado Springs, United States

Matt West is a Matt has earned the Certified Financial Planner professional certification. The CFP certification is awarded to candidates who not only meet rigorous experience and ethics requirements but successfully complete a curriculum of financial planning coursework and pass the CFP Certification Examination. Final accreditation marks proficiency in financial planning, risk management, investing, tax planning, retirement and employee benefits, and estate planning strategies. In addition, a Certified Financial Planner must also meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics, as well as their Professional Responsibility and Financial Planning Practice Standards. Mr. West focuses on complex wealth issues that face high-net-worth individuals, their families and business owners. His experience includes; wealth management, estate planning strategies, philanthropy, alternative investments, control and restricted securities, lending solutions, hedging and monetization, cash management and in-depth financial planning. By acting as the client’s lead financial advisor and coordinating decisions with their accountants and attorneys, he helps establish and implement a comprehensive financial plan for each client’s unique goals and objectives. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC