Matthew DiQuollo, CFP®
Designations and Licenses
Matt is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
As regional vice president of the eastern region, Matt executes business development strategies for growth. He leads a team of senior wealth consultants while drawing upon the resources of the firm to incorporate solutions designed to solve client needs related to financial planning, trust and estate planning, tax planning and preparation, risk management, retirement planning and investment management. He works closely with wealth advisors to provide personalized wealth management solutions to individuals, families, corporate executives, entrepreneurs and foundations.
Matt has a bachelor’s degree from Villanova University.
In his spare time, Matt is a volunteer youth sports coach for his four children.