Matthew Savery is now a Vice President with the Earl Savery Group in Baird’s Utica Branch. Matt is CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ CFP® Professional. He has been with Baird since 2010.
Matt provides comprehensive investment and financial planning to high-net-worth individuals, businesses, and non-profit organizations. He helps clients to simplify the complexities of their financial lives in order to give them a greater confidence and peace of mind so they can enjoy those areas of life most important to them.
“I congratulate Matthew on his officer title promotion to Vice President, said Eric Pronovost, Utica Branch Manager and Director at Baird. “This is very well deserved and a true reflection of Matt’s dedication to his family, clients and Baird.”
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