Matt Abbott

Financial Representative

About Matt

Launching his financial planning practice while still in college at NC State University, Matt learned the power of fundamental financial planning and creating a team of advisors early in his career. Since 2014, Matt has relocated his practice back to his hometown of Charlotte, where he is passionate about participating in the growth of the city. Seeing a tremendous amount of early success, Matt was appointed College Unit Director of his office and currently leads a team of top performing interns, and has grown his financial planning team of five to include CFP® & CLU® certificants, allowing them to better serve their clients. In 2017, Matt was acknowledged as the New Financial Advisor of the Year out of the nine offices within the Worrell Network Office.

While many advisors seek to only serve the affluent, Matt and his team are focused on meeting their clients where they currently stand, be that buying your first home or approaching retirement. Matt has worked diligently to create healthy relationships with banking professionals, estate & trust planning attorneys, and accountants in order to help his clients build their team of trusted advisors.

Outside of the office, Matt spends his time as an active member of the Charlotte Rotary Club, The University City United Methodist Church, and Guy with Ties, a nonprofit where he serves as Marketing & New Member Chair. His priorities are simple but powerful, focusing his energy on faith, family, friends and fitness.

Matt and his team have committed to a high degree of integrity and loyalty in their practice. They decided early on to do things the right way, not the easy way. The decision their clients make to trust their team with their life savings and future goals is not one they take lightly. They deeply value the opportunity to impact the lives of those they serve.

 


If you’re an emerging leader and would like to learn more about how we can help, please reach out to Matt directly at matt.abbott@nm.com.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck