Matt Woodard Email & Phone Number | Financial Advisor Helping Families & Business Owners plan & achieve their financial goals.

Matt Woodard

Financial Advisor Helping Families & Business Owners plan & achieve their financial goals. | cassidy...
Florida, United States

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Matt Woodard’s Email matt@cassidyco.com

Matt Woodard’s Phone Numbers +1(813) 877-****

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Matt Woodard’s Location Florida, United States

Matt Woodard’s Current Industry Cassidy & Company

Matt Woodard’s Prior Industry Thomas Financial | American Express

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Work Experience

Cassidy & Company

Vice President | Financial Advisor

2023-07-01 - Present

Thomas Financial

Director of Marketing

2005-01-01 - 2013-06-01

American Express

Financial Advisors

2001-03-01 - 2002-01-01

Skills

life insurance estate planning retirement planning family protection business continuation plan nonqualified executive benefit plans premium financing private placement life insurance long term care insurance disability insurance life settlements 401k plans policy reviews