Matthew "Matt" A. Tatum, CFP^®

Managing Partner

Tel: 804-583-1975

Email: [email protected]

Matt Tatum

“I have been fortunate to work with a great team that is entrusted with our clients’ financial futures. I strive to utilize our team’s experience and resources to navigate market fluctuations and planning challenges with my clients.”

Serving my clients

While calculating the effect of market cycles and macroeconomic forces on markets was my first love, I’ve found that developing multi-generational relationships with my clients is even more rewarding. I’ve enjoyed working hard to build comprehensive investment plans that achieve our clients’ objectives and I’ve been lucky to see the addition of children and grandchildren to the families I serve. Helping to establish a long-term investment plan that benefits those future generations means a lot to me.

About me

For years, I’ve been active in supporting youth sports and outdoor activities. In my free time, I enjoy attending my sons’ sporting events and spending time with my wife, Carter, and our two boys, Miller and Eli.

Experience

Wells Fargo Advisors

Investment Advisor

Crestar/SunTrust Bank

Private Wealth Advisor

Certification & Education

Certified Financial Planner^™
Registered Representative (FINRA Series 7)
Investment Advisor Representative (Series 66)
Licensed Insurance Agent with the Commonwealth of Virginia
Bachelor of Science, cum laude, in Economics from Virginia Commonwealth University

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, FL, GA, IL, MA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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