Matt Nadeau

Matt Nadeau
Premier Banker

110 S Stratford Rd

Winston-Salem, NC 27104-4230

About me

Background

Matt Nadeau is a Premier Banker with over 18 years of financial services experience. He takes great pride in working at Truist because the company’s purpose, mission, and values ensure that the firm, its teams, and individuals remain intertwined with and build better lives in the communities around them. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Matt’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He and his team maintain contact and closeness with their clients with either virtual or in-person appointments.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Business Management
East Carolina University

Personal interests

Matt has lived in the Jamestown/High Point area of North Carolina for the past 14 years and has a wife and two daughters.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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