Matthew Maxcy

Matthew Maxcy

Wealth Advisor | Veteran Mentor | Serving successful executives and entrepreneurs to manage all aspects of their wealth | Marble Falls, Texas, United States

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Work Experience

Venturi Private Wealth

Lead Advisor

2022-10-01 — Present

Venturi Private Wealth

Associate Advisor

2020-06-01 — 2022-10-01

US Army

Captain, US Army

2009-05-01 — 2018-09-01

Skills

private wealth management estate planning wealth transfer trust services family office services financial planning exit planning for business owners private investments concentrated stock positions tax strategy

Languages

English