Meet Matthews
Matthews is a Wealth Advisor based in Macon, Georgia. He joined Mercer Advisors in 2023 through a partnership with Day & Ennis where he was a Financial Advisor. He began his career in 2012 and has since worked on wealth management teams at various brokers and dealers in Atlanta. Matthews earned a BBA from the Terry College of Business, University of Georgia. He is a graduate of Leadership Macon Class of 2013, Macon Civic Club, and Central Georgia Estate Planning Council. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant, and Chartered Life Underwriter, he holds the FINRA Series 65 license.
Matthews’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Matthews has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
His working style
Matthews prioritizes listening over speaking, asking thoughtful questions to truly understand what matters most to the client. He values the trust his clients place in him and takes pride in offering reassurance and clarity.
Matthews in real life
What keeps you busy outside of work?
When I am not working, I enjoy spending time with my wife, Morgan, and our two sons, Matthews Jr. and Sumner. I also enjoy playing golf, traveling, and going to concerts.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because the firm prioritizes the best interests of its clients while fostering a strong culture of collaboration and support among advisors and teammates. As a national fiduciary firm, we have the resources to deliver comprehensive services tailored to the needs of our local communities in Middle Georgia.
How do you give back?
Helping others is important to me. I am involved in 3rd Decade to teach financial literacy, and I raise funds with the Macon Civic Club for our local community. I also volunteer at First Tee of Middle Georgia.
Matthews’s snapshots
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Matthews’s Teammates
Tavia Williams
Client Service Specialist
What Matthews Says
Tavia plays a vital role in helping to ensure clients receive exceptional service and keeps operations running smoothly at our Macon office. We truly couldn’t do it without her.
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