Matt Stack, CFP® Lifelong Financial Advisor
Matt joined the financial advisory business in 2008 as a financial advisor with Equitable Advisors. Having experienced and lived through the Global Financial Crisis of 2008 Matt learned quickly the value of having a financial plan and the importance of being a financial quarterback for his clients. This experience solidified his desire to bring financial literacy and education to the masses. Following up on his experience with Equitable Advisors Matt joined SEI Investments, a large Asset Management Firm. In his 13 years at the firm Matt assisted investment advisors, investment managers, institutional investors and affluent individuals to create and manage wealth. Looking to align his core values and experience with a firm in order to continue helping individuals and families, Matt then joined Diversified.
Matt graduated in 1998 from the University of Vermont with a B.S. in Applied Economics with a focus on Small Business as well as a minor in Consumer Marketing and Advertising. His industry education has led to Matt obtaining his series, 7 and 66 licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation.
Outside of Diversified Matt is an avid fisherman, golfer, and husband and father to his wife Amanda and children Carter and Morgan.