MOLL WEALTH MANAGEMENT, INC.
TAMPA, FLORIDA

Moll Wealth Management delivers customized investment strategies coupled with unique financial plans for each client that is easy to understand and evaluate on an ongoing basis. Our goal is to make sure our clients are confident about their financial future. We offer investment advice and financial planning that is ethical, objective and solution oriented. With Moll Wealth Management you have an advisor that works for you and not for an investment firm. has spent over a decade in the financial services industry working with a major New York Stock Exchange member firm, a national bank and a discount brokerage institution. Through his experience he gained expertise in portfolio management, financial planning, cash flow and liabilities management all while understanding the value of investing relative of cost to a client. While Matt recognizes the time he spent working for those institutions as valuable he also noticed an opportunity on how to better serve clients. While always keeping the best interest of clients at heart throughout his career he noticed investment firms would prioritize revenue growth over the best interests of clients by pushing representatives to sell products. Matt focused on taking the good experiences he gathered at these financial institutions throughout his career to construct a client centric investment advisory firm in Moll Wealth Management to ensure the service being offered is how he would expect if he were a client himself. Matt currently holds a Series 66 license, Accident and Sickness, Life Insurance and Variable Products licenses. Matthew obtained his Bachelor of Science degree in Business Administration at Samford University and completed the curriculum for Financial Planning through Florida State University. We are committed to providing exceptional and unmatched service. Receive direct access to an investment advisor who works for you and not a firm. Have an advisor who proactively focuses on your portfolio and investment needs. An investment advisor that works for you and not a firm. We are committed to providing exceptional and unmatched service Matthew Moll has over a decade of investment management experience with major New York Stock Exchange member firms The financial planning process helps define financial goals, assess risk tolerance, develop and implement a customized investment strategy with ongoing monitoring. Our investment strategy begins with an understanding of your financial goals. We will use demographic and financial information you provide to assess risk tolerance and investment objectives in determining an appropriate plan of action.