Matthew J. Buckley,

Matt is a Senior Managing Partner at Towne Wealth Management where he serves the comprehensive wealth management needs of high-net-worth families including business owners of privately held companies and families with multi-generational wealth. Matt offers clients over 30 years of financial services experience including over 25 years in wealth management. As a CERTIFIED FINANCIAL PLANNER^® and Certified Trust and Fiduciary Advisor, Matt specializes in the development and implementation of holistic wealth management plans and solutions. Matt was previously a Senior Vice President and Wealth Advisor with SunTrust Bank’s Private Wealth Management Division where he spent 26 years.

Through a highly experienced collaborative approach, the Quill Private Wealth team at Towne Wealth Management delivers comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.

Matt holds a Bachelor of Arts in Economics from the University of Virginia and Master of Business Administration from The College of William & Mary. Matt has achieved the CERTIFIED FINANCIAL PLANNER^® and the Certified Trust and Fiduciary Advisor certifications, holds the Series 7 and 66 registrations along with the Virginia life and health insurance license. Matt is a member of the Financial Planning Association and the Estate Planning Council of Richmond, Virginia*.

*Raymond James is not affiliated with the above organizations.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.