Matt GilesWealth Advisor, SVP | CFP®, ChFC®
Address
Phone
EmailAbout Matt Giles
Career Highlights and Industry Expertise
- Financial industry professional since 2000
- Joined the company in 2002
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant®
- LPL Financial Summit Club Level Award Winner, a distinct achievement designed for an exclusive group of top performers to recognize their commitment to helping clients pursue their financial goals (Club Level membership is based on annual production)
Education
- Bachelor’s degree in finance from the University of Southern Indiana
- Master’s degree in business administration from the University of Southern Indiana
Servicing Areas
Serving the Henderson and Morganfield, Kentucky regions and banking centers
When I’m not following the ups and downs of the market, I spend most of my time with my wife, Tomomi, and sons, Ashton and Caiden. Outside the office, I’m a published author of Young Adult's Guide To A Business Career, a book geared to help high school students facing career decisions and entering the realm of full-time employment.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
