News

Financial consultant among nation's Top 100 advisors

Family Trust Investment Services financial consultant, Matt Griffin, ranked no. 66 in Bank Investment Consultant’s (BIC) Top 100 Bank Advisers. The national recognition is based on growth and production for 2012 and 2013. Matt was one of two South Carolina consultants who received this recognition.




As financial consultant, Matt is also the author of Wall Street Steward (link to http://wallstreetsteward.com/), a blog that gives a humorous approach to financial investing.




Matt has been with Family Trust Investment Services since 2009. He believes that the key to guiding his clients is learning about their tolerance for risk before making any recommendations.




A Fort Mill native, Matt graduated cum laude from UNC Charlotte with a bachelor’s in accounting. Matt experience prior to Family Trust Investment Services includes working 10 years at Smith Barney, and two years at SunAmerica Asset Management.




Family Trust President and CEO, Lee Gardner notes “Our desire is to build the best investment management program in York County. With Matt Griffin leading our program, we are on the way.”




Matt works closely with his sales assistant Catherine Liebler, who conducts new client orientation, opens accounts, and maintains communication with investment services clients. Griffin says he couldn’t have achieved the recognition without his clients’ continued support. “I know my name is listed in the magazine, but there is no chance I could’ve achieved anything without the help of an amazing assistant, and an incredible employer”…”I could not have done any of it without you ALL!”




Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.




Not NCUA Insured. Not Credit Union Guaranteed.May Lose Value. Not a Deposit. Not Insured by any Federal Government Agency.




Family Trust Federal Credit Union and Family Trust Investment Services are not registered broker/dealers or affiliated with LPL Financial.