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Matthew Waller

Investment Officer at Strategic Wealth Planning

Matthew Waller is a financial professional currently pursuing an MBA at SMU after graduating from UT Dallas with a B.S. in Economics and a minor in Political Science.

His experience includes roles at Chasing Returns as a researcher, Charles Schwab as an Associate Financial Service Professional, and Apex Clearing Corporation as an Agency Trader.

Matthew has obtained licenses like Series 7, 63, and 57 showcasing his expertise in financial services.

He is also an Investment Officer at Strategic Wealth Planning, highlighting his leadership in the financial sector.

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Location

Carrollton, Texas, United States