Matti Gordon

Matti Gordon, CFP®, CRPC®, CEPA
Vice President Wealth Advisor Truist Bank

2500 Northwinds Pkwy

Alpharetta, GA 30009

matti.gordon@truist.com

Phone 678-208-3595

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About me

Background

Matti Gordon is a Wealth Private Banking Advisor with Truist Investment Services, Inc. offering clients almost two decades of financial services experience. She specializes in financial planning, lending, and private banking. She believes in taking the time to listen and understand her client's future plans so she can tailor recommendations for individualized needs. In her role, she strives to help clients by anticipating financial needs and using different strategies to credit and address their goals.

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 of Science
Mississippi University for Women / Mississippi State University 2001
MBA
Troy University 2020
Executive Program in Financial Planning
University of Georgia 2022

Personal Interests

Matti and her family reside in the North Atlanta area and she enjoys traveling, spending time with her family and friends, and watching SEC football.

Specialties

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

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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