Matt Griffin, financial consultant with Family Trust Investment Services, was listed among the top 50 consultants in the December issue of Bank Investment Consultant magazine.
Griffin, who joined Family Trust Investment Services in 2009, was ranked 32 out of 50 consultants across the country. Advisors were assigned a score based on six variables, including: 2012 assets under management, trailing 12-month production, growth in assets under management from the previous year, and the amount of fee business. Griffin was one of only two South Carolina consultants on the list, and one of six advisors from a credit union.
“This is a testament to everyone at Family Trust – from the board to the newest teller,” said Griffin. “Without everyone on our team, we would not be considered.”
Griffin was an honorable mention last year, ranking 66 out of 100. “It’s humbling to have a magazine like Bank Investment Consultant recognize our efforts,” he said. “It says to our clients, ‘You’re in the right spot and well taken care of.’”
Bank Investment Consultant offers sales and marketing strategies to financial consultants. Published by SourceMedia, it has print and online circulation of more than 41,000. An online version of the magazine can be found at www.bankinvestmentconsultant.com.
Griffin, 38, of Fort Mill, is a registered representative through LPL Financial. He worked 10 years at Smith Barney in Charlotte, where he was trained in portfolio management; and two years as a wholesaler at SunAmerica Asset Management. A graduate of UNC Charlotte, Griffin writes a blog, Wall Street Steward.
Family Trust Investment Services now manages $60 million in assets. The department includes Catherine Liebler, sales assistant; and financial consultant Jason Driver, a 2014 graduate from Winthrop University who joined last summer.
“It’s amazing to look back on the last five years and see how much we’ve grown,” Griffin said. “Being part of Family Trust Federal Credit Union helps us approach people from a position of trust. That’s huge.”
Family Trust Investment Services is a division of Family Trust Federal Credit Union. It is supported by LPL Financial, which is headquartered in Charlotte. For more information, visit www.ftinvestment.org.
Securities offered through LPL Financial, member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates.