Matthew Peak has been a Financial Advisor with Waddell & Reed since 2000. He graduated with a Bachelors in History and in Political Science from Moravian College. Matthew Peak holds the Series 6, 7, 63 and 65 licenses as well as Life and Health Insurance licenses and the CMFC (Chartered Mutual Fund Consultant) designation.
- Matthew has been a recipient of the Advisor Medalist - Gold Award (2013-2015),
- Advisor Medalist - Platinum Award (2016), Financial Planning Award (2009-2015),
- Circle of Champions Award (2002-2016) and Crest Award (2011, 2013-2016).
Matthew is dedicated to the financial future of his clients. His goals are the same as theirs; to pursue financial independence, assist in the education of children and grandchildren, and to help manage the financial risks we face in life. He helps families develop a long term financial plan to help accumulate wealth which can benefit their family for generations; he feels the work that he does is lasting,
meaningful, and significant.
Matthew believes that successful financial planning is not a commodity, but is part of a lifetime relationship. Therefore, client relationships are the primary source of his practice’s strength and their development is the primary endeavor.
Matthew lives in Manchester, Connecticut with his wife, Mary Grace, and two children, Mia and Luke.
Matthew is available for private consultations and can be reached at (860) 432-8111 or by email at [email protected].
The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.
For more information regarding the awards and dates received, please contact the advisor.
Waddell & Reed is not affiliated with any other entities referenced herein. 08/18