As a Senior Partner of the practice, Matt’s passion is to help our clients understand and coordinate their financial lives.
“I frequently meet with investors who have a collection of accounts, but no real oversight, coordination or strategy behind them. I truly enjoy working with those clients to help them get their arms around their situation so that we can build an investment plan designed for them.”
Matt has been serving high-net-worth investors and their families for over 22 years. Prior to forming McKinnon Wealth Management in 2012, Matt, Bob and Kevin, served as Financial Advisors at UBS Financial Services in Ft. Lauderdale.