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Todd Matthews

Todd S. Matthews, CFP®
Senior Vice President Medical Wealth Advisor Truist Bank

3322 West End Ave

Suite 620,

Nashville, TN 37203-1217

Todd.Matthews@Truist.com

Phone 615-748-4566

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About me

Background

Todd Matthews is a Medical Wealth Advisor with the Truist Wealth Medical Specialty Group, offering clients more than 10 years of comprehensive wealth management experience, with a team approach that coordinates specialists in financial planning, investment management, insurance, credit, trust and estate planning, and banking.  

Todd is a CERTIFIED FINANCIAL PLANNER™ professional, specializing in advising physicians and healthcare executive relationships, and holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but also by his highly attentive service and coordination of resources. He takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives. Prior to his role in Nashville, he worked with US Trust, Bank of America Private Wealth Management in Seattle.  

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors - Trust and Wealth Management
Campbell University
Master of Business Administration
Campbell University

Personal Interests

Todd earned both a bachelor’s in trust and wealth management and an MBA from Campbell University. A native of Seattle, he currently resides in Franklin, Tennessee, with his wife and two boys. Outside of work, he enjoys spending time with family, exercising, outdoor sports, hiking, and giving back to the community through his volunteer work as a youth soccer and baseball coach. 

“I wanted to live deep and suck out all the marrow of life, to live so sturdily and Spartan-like as to put to rout all that was not life…”
- Henry David Thoreau

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

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