Stroll Town of Tioga neighborhood partner and resident Matthew Davis has exciting news about his newly rebranded financial practice. The Northwestern Mutual practice Matt started in 2012 is now Tioga Wealth Solutions! Matt and his team of four provide financial planning services and solutions to businesses and families, including planning, investing, insurance services, and employee benefits.

 

Matt is a veteran. He joined the Army after high school and was deployed to Iraq for one year before attending UF, where he studied finance. During that time, Matt began an internship with Northwestern Mutual in Jacksonville. A testament to Matt’s customer service and thoughtful approach, he maintains many of the clients he began working with during that internship as clients today.  

 

Regarding investing, Tioga Wealth Solutions provides advisory and brokerage services, as well as fee-based and non-fee-based planning. In their Insurance vertical, Tioga Wealth Solutions provides life insurance, disability insurance, and long-term care insurance. Employee benefits, employer-sponsored retirements, group health, life and disability, and key employee benefits are also part of their offering. Lastly, the Tioga Wealth Solutions team can assist with education planning and investing.

 

One reason for the success could be the holistic planning-first versus product-first approach. This allows the team to proceed from a fiduciary standpoint if engaged. Your needs and plan threats should be identified first. Once that process is complete, the Tioga Wealth Solutions team can access world-class products and solutions that can only be provided through the practice's relationship with Northwestern Mutual.

 

Matt is thankful for his fantastic team at Tioga Wealth Solutions. Lindsay Rodgers is the Practice Manager, Sarah Mayet is a CFP and Director of Planning, and Yara Pappadis is the Director of Marketing.

 

Beyond his Tioga Wealth Solutions practice, Matt is a passionate member of the Town of Tioga HOA Board and serves on the Events Committee. He loves spending time at home with his wife Michelle, an OBGYN at UF Health, their 21-month-old daughter, Tina, and two Dachshunds, Lady and Belle. Matt and Michelle manage to squeeze in some fun. They love to travel, are big foodies, and Matt is a Bourbon collector.      

 

Matt truly enjoys knowing that his clients see a financial trajectory that will alter their lives and their children's lives for generations to come. Matt shared, “Financial planning requires action and advice from a trusted advisor, and that trust makes me excited to meet new people each day.”

 

Contact Matt and the Tioga Wealth Solutions team today at 352-208-4598 to learn how they can help you with their financial services and solutions.

 

Tioga Wealth Solutions

352-208-4598

@tiogawealth