Matt DiQuollo

Matt DiQuollo, CFP®

Regional Vice President

Madison, NJ

Manasquan, NJ

Blue Bell, PA

Coral Gables, FL

Charlotte, NC

New York, NY

West Palm Beach, FL

Chatham, NJ

As regional vice president of the eastern region, Matt is responsible for executing business development strategies for growth. He leads a team of senior wealth consultants while drawing upon the resources of the firm to incorporate solutions specifically designed to solve client needs related to financial planning, trust and estate planning, tax planning and preparation, risk management, retirement planning and investment management. Matt 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 and holds the CERTIFIED FINANCIAL PLANNER professional designation. He is a volunteer youth sports coach for his four children.