Matthew Siva Retirement Account Executive

About:

As a retirement account executive, Matthew specializes in
retirement planning, sales, and customer service.

Experience:

Matthew coordinates fund and plan design changes, conducts plan review meetings, and works with Retirement Plan Advisors to identify and make recommendations that are beneficial to each client’s needs. He facilitates client relationships and manages a robust book of business to align with strategic initiatives.

Prior to Lawley, Matthew built a versatile career in financial services, blending his skills as a financial advisor, administrative assistant, risk analyst, and sales expert. His expertise in financial planning, investment strategies, and client relationship management, makes him a valuable asset to the Retirement Plan Advisors team.

Accreditations:

Matthew holds FINRA Series 6,63, & 65 licenses and a Securities Industry Essentials (SIE) certification.