For Matt Lawson, it all comes down to the Golden Rule. “We strive to treat all of our clients the way we would want to be treated,” he says. This philosophy guides Matt as he works to develop personalized financial strategies designed to help the group’s clients relax and enjoy life.
Prior to co-founding Lawson Winchester Wealth Management (LWWM), which he established with Bill Winchester in 2007, Matt spent three years working as a financial advisor in the wealth and investment management divisions of two super-regional banks. In this role, he developed strategies for individuals and business clients – both small and mid-size – designed to achieve their most important goals. Before joining the super-regionals, Matt managed investment portfolios at Merrill Lynch Global Private Client Group, where he worked with high-net-worth individuals and businesses for seven years. In his role at LWWM, Matt is primarily responsible for income planning and cash flow analysis.
Matt attended the University of Tennessee College of Business, where he earned a Bachelor of Science with concentration in finance. He continued his education into his professional career and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning. This designation primarily focuses on pre-retirement and post-retirement planning along with asset management.
A native of Cleveland, Tennessee, Matt currently lives in Chattanooga with his wife, Megan, and their children Vivian and Mac. He serves on the board of Youth for Christ Chattanooga and enjoys reading and playing golf in his spare time.
Raymond James is not affiliated with the above organizations and/or charitable causes.