Matt Latterell is an Onboarding Associate at Cassaday & Company, Inc., and has been with the firm since September 2023.
He guides clients through the onboarding process, initiates and monitors account transfers, and helps maintain communication between clients and their advisors.
Matt graduated from Geroge Mason University with a Bachelor of Science in Business Administration and brings over 4 years of experience in the financial services industry.
In his spare time, he enjoys skateboarding, snowboarding, and cooking for friends and family. Originally from South Dakota, Matt now lives in McLean, Virginia.
Matt is not registered with Osaic Wealth, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.