MENU

Matthew J. Buckley, CFP, CTFA picture

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Towne Family of Services

Towne logo in page footer

Website Accessibility | Terms of Use | Privacy Policy

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Towne Investment Group, Towne Wealth Management, and TowneBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James, Towne Investment Group and Towne Wealth Management are not affiliated with and do not  endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James, Towne Investment Group and Towne Wealth Management have no control over any other website and are not able to endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on any site other than this one.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Copyright © TowneBank. All Rights Reserved.