Matt Abrams, CFP® CPWA®

Director at Freestone Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Bothell, Washington, United States, US

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Credentials

  • Certified Private Wealth Advisor
    Yale School of Management
    Nov, 2022
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Jun 2018 - Present

      As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.

    • Senior Associate
      • Nov 2016 - Jun 2018

      Freestone is an independent wealth advisor to select individual investors, high net worth families and institutions with offices in Seattle, Portland, San Francisco and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com

    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Banker
      • Sep 2015 - Nov 2016

    • Branch Manager
      • Aug 2013 - Sep 2015

Education

  • University of Washington
    Bachelor's Degree, Law, Politics, & Economy

Community

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