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James M. Matthews, CFP®,

James M. Matthews, CFP®,

Director of Wealth Management

Since 2005, James M. Matthews has provided financial guidance and education to a diverse clientele including individuals, corporate retirement plan sponsors and their participants. As a CERTIFIED FINANCIAL PLANNER™ professional, he has delivered workshops and webinars nationwide on a broad range of topics, has counseled over 12,000 retirement plan participants on the available investment and financial planning options within their company-sponsored plans, and has dedicated his career to advancing the cause of making financial planning available to the next generation.

He currently serves as the firm's Director of Wealth Management where he helps support the firm's Advisors through training, product strategy, & practice management.  He is also a practitioner and helps Next Generation families and business owners get financially organized and on the path to success.  He lives in Charlotte with his wife Becky, a paralegal at a local law office and son Nick, an avid NBA basketball fan. 

Registered Representative and Financial Advisor of Park Avenue Securities Financial Representative of Guardian