Matt Munsell EA, CFP®
CERTIFIED FINANCIAL PLANNER™, Enrolled Agent
Matt Munsell is CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent. He has a Bachelor's of Business in Financial Services from the University of North Florida. He started his career in 2008 at Northwestern Mutual, obtaining his Series 215 (FL State Insurance License), Series 7 (General Securities Rep), and his Series 63 (Uniform Securities Agent State Law Examination). In 2010, Matt joined HD Vest and obtained his Series 65 (Uniform Investment Advisor Law Examination). He also began his career in taxation and managed 5 retail tax offices in Palm Beach County. He is currently operating as an independent financial advisor and tax practitioner.
Matt was an Eagle Scout and also an International Baccalaureate Graduate.