Matthew Sherlock

Matthew Sherlock, CRPC®, PPM
Vice President Financial Consultant Truist Investment Services, Inc.
The Mason Taylor Group of Truist Investment Services, Inc.

302 Village Square Dr

1st Floor,

Loudon, TN 37774-2868

Matthew.sherlock@truist.com

Phone 865-560-7203

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About me

Background

Matt Sherlock is a Financial Consultant of The Mason-Taylor Group of Truist Investment Services, Inc. and has been with Truist since 2019. Prior to joining Truist, Matt worked with VALIC servicing public schools and university 403b plans in East Tennessee. 

Matt has worked with a variety of clients, from individuals to businesses, and has worked to help them address their financial goals. He is knowledgeable in a variety of financial topics including investment planning and retirement planning.

Matt recognizes that each client has individual needs, and Matt dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in educating clients and working diligently to help them develop achievable goals, understand their financial choices and portfolios, and implementing strategies that assist them in attaining their personal plans. As a Financial Consultant, he makes it his mission to tailor his advice so it will be in the best interest of each client.

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

Education

Bachelor of Music
Western CT State University 1988 1991
Masters of Professional Studies
Manhattanville College 1991 1993
Specialist in Educational Leadership
Georgia State University 1997 1999
MBA
University of Tennessee 2010 2012

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

  • 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

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