Matt D'Amico

Matt’s skill set includes the ability to analyze financial data and evaluate market research. He tracks economic indicators and stays informed on current market trends to design personalized strategic advice for our client families. Matt loves to take the time to educate clients on investment planning. “I truly enjoy helping clients understand their financial capabilities and seeing that 'AHA' moment when we’re discussing investments and strategies.” Matt holds Series 66, Series 7, SIE (Securities)  and Life/Health Licenses.