Matthew J. Buckley, CFP®, CTFA

Managing Partner, Towne Wealth Management
Certified Financial Planner

Phone: 804.939.6522
Email: matt.buckley@raymondjames.com
800 East Canal Street, Suite 700
Richmond, VA 23219

Matt is a Managing Partner at Towne Wealth Management where he serves the comprehensive wealth management needs of high net worth families including business owners of privately held companies and families with multi-generational wealth. Matt offers clients over 28 years of financial services experience including over 19 years in wealth management. As a Certified Financial Planner™ professional, Matt specializes in the development and implementation of holistic wealth management plans and solutions. Matt was previously a Senior Vice President and Wealth Advisor with SunTrust Bank’s Private Wealth Management Division.

Through a highly experienced team based approach, the advisors at Towne Wealth Management deliver comprehensive wealth management services which are tailored to a client’s specific goals and needs, including tax-efficient financial planning; investment management; retirement planning; risk management; and trust/estate planning.

Matt holds a Bachelor of Arts in Economics from the University of Virginia and Master of Business Administration from The College of William & Mary. Matt has achieved the Certified Financial Planner™ certification, the Certified Trust and Financial Advisor designation, holds the Series 7 and 66 registrations along with the Virginia life and health insurance license. Matt is a member of the Financial Planning Association and the Estate Planning Council of Richmond, Virginia and serves on the Board of Directors for Commonwealth Community Trust.


Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2016
SunTrust Bank, Private Wealth Management Division 2012 – 2016
  1988 – 2010
CapGroup Advisors, LLC 2010 – 2012

Series 7: General Securities Representative
Series 66:
Uniform Combined Registered Investment Adviser
Virginia Life and Health Insurance License

Designations

Certified Financial Planner
Certified Trust and Financial Advisor (CTFA)

                

Education

School Name: University of Virginia
Degree: Bachelor of Arts, Economics

School Name: The College of William & Mary
Degree: Master of Business Administration

Organizations and Affiliations

Financial Planning Association, Member
Estate Planning Council of Richmond Virginia, Member
Commonwealth Community Trust, Board of Directors

Raymond James does not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. The above organizations/charitable causes are not affiliated with Raymond James.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.