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Matt Pitzer

Relationship Manager

mpitzer@lenoxwealth.com

 

Kolbe Score

8624


Top 5 StrengthsFinders

  • Achiever
  • Context
  • Learner
  • Responsibilty
  • Empathy

 

Money Mind

Commitment

What three words best describe you?

  • Genuine
  • Dependable
  • Conscientious

 

What I like best about my role at Lenox

I really enjoy working in collaboration with our team to find thoughtful and customized solutions to address each client's unique circumstances. It's rewarding to be involved in the process of helping clients attain both their life and financial goals.

Special Certification

  • Certification in Financial Planning (CFP)


Best advice I was ever given

A day without laughter is a day wasted.


What does “Fund a Life You Love” mean to you?

Reaching a level of financial  freedom where you're able to focus your time and energy on the things that matter to you the most.

 

We’re seeing a shift to clients wanting– expecting– straight talk about the financial world going forward and what it will mean to them. Not the same old formulas but a realistic look at the ‘what-ifs’, watch-outs, opportunities… and what they should be doing now to prepare. We’re committed to helping them make the best choices.

 

Biography

 

Matt joined Lenox in early 2018.

Most recently, Matt worked in the Trust & Estate Planning division of U.S. Bank Private Wealth Management.

His previous experience was at Fidelity Investments in their Private Client Group, where he obtained his NASD Series 7 & 63 licenses

Matt is a Certified Financial Planner.

He received his Bachelor of Business Administration in Marketing & Management at the University of Kentucky in 2011. 

Matt & his wife, Kelly, currently reside in Alexandria, Kentucky with their son, Camden, and golden retriever, Maverick.