Matt Bennett, CFP®SENIOR WEALTH MANAGER
After earning his Master’s in Business Administration from Texas Tech, Matt Bennett began his career at United Capital in the Advice Department in Lubbock, Texas. After working in the Advice Department Matt moved to Dallas as a Relationship Manager where he supported Brandon Ross and David Peterson. In 2018, Matt moved to San Antonio to open and manage United Capital’s newest office. He primarily works with high-level Fortune 500 employees approaching retirement at USAA, AT&T and Valero.
Matt has always had a passion for working with clients and helping them fulfill their financial dreams. He is a big believer in the Harvey MacKay quote, “There is place in the world for any business that takes care of its customers –after the sale.”
Matt has earned an MBA, a Master of Science in Personal Financial Planning and a Bachelor of Science, all from Texas Tech University. He also holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER ™ practitioner.
Matt and his wife, Natalie, reside in San Antonio. Outside of work, Matt enjoys supporting local sports teams, golfing and spending time with friends and family.
Matt Bennett is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Matt is no way related to Cetera Advisor Networks LLC or its registered representatives.