Matthew Lubert

Matthew Lubert
Assistant Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.

2520 Northwinds Pkwy

4th Floor,

Alpharetta, GA 30009

matthew.lubert@truist.com

Phone 404-282-0356

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About me

Background

Matthew is a Financial Consultant for Truist Investment Services, Inc. with a broad set of wealth management skills and a passion for results. Matthew and his team focus on making a positive impact in their clients' lives by delivering practical investment advice, comprehensive financial planning, and excellent service. 

Matthew’s focus is on executing strategies that help drive towards individual needs and goals. His approach is highly tailored, allowing him to carefully evaluate his clients’ objectives and develop a customized plan that adapts over time. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BSBA Finance, Scheller College of Business
Georgia Institute of Technology 2018 2022

Personal Interests

In his free time, Matthew is an enthusiastic sports fan, attending many Atlanta Braves and Georgia Tech games. He listens to all genres of music and is a self-taught guitar player. He enjoys going to concerts and listening to local live bands. Matthew maintains an active lifestyle and likes to golf, play softball, or travel to new places. He also appreciates spending time with his family, close friends, and golden retrievers. 

Specialties

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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