Matthew Pierce, CFA, CFP®
SVP/Senior Portfolio Manager
Serving others has always been a passion of mine. In my professional career, I serve and advocate for my clients by bridging the gap between their finances and values. Doing so enables them to be confident their assets serve a purpose.
At Bell Bank Wealth Management, we have the tools and expertise to help you with your finances, no matter your situation, and do so with a personal, boutique feel. We use various forms of investment management and financial planning to work with you, answer your questions, solve your problems and educate you along the way. We also acknowledge that wealth management is not just about your investments, so we pride ourselves in working with your other trusted advisors to create a comprehensive plan to accomplish your goals. I appreciate the trust my clients place in me, and I love being a part of their lives and helping them plan for their future and the future of those they love.
A Sioux City, Iowa, native, I earned my bachelor’s degree in finance from Iowa State University in Ames, before launching my banking career in 2008. Since then I have spent time in financial planning, business valuation and wealth management. Along the way, I earned my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
My wife, Katie, and I live in Phoenix and have 2 sons. Outside of work, I love spending time with my family and exploring the great outdoors. I am also a big fan of our local professional sports teams.
Connect with me on LinkedIn.