Matthew V. Poteete, APMA®, CAP®

Financial Advisor at Carradice Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Washington DC-Baltimore Area
Skills

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Bio

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Credentials

  • Chartered Advisor in Philanthropy®(CAP®)
    The American College of Financial Services
    Sep, 2021
    - Nov, 2024
  • Accredited Portfolio Management Advisor®(APMA®)
    College for Financial Planning
    Mar, 2021
    - Nov, 2024
  • Series 66
    FINRA
    Oct, 2009
    - Nov, 2024
  • Series 7
    FINRA
    Jul, 2009
    - Nov, 2024

Experience

Education

  • University of Tennessee-Knoxville
    2004 - 2008

Community

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