Matthew Pierce has been hired as SVP/senior wealth management advisor for Bell Bank in Phoenix. Matt, who offices at our Camelback location in Peoria, Ariz., provides clients with valuable tools, insight and expertise to take control of their finances, no matter the situation. Matt has 13 years of industry experience and most recently served as portfolio manager for The Northern Trust Company in Phoenix.
“Serving others has always been a passion of mine,” Matt says. “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.”
Matt acknowledges that wealth management isn’t just about a client’s investments and prides himself on creating a comprehensive plan that addresses client goals including tax and estate planning needs.
“Bell Bank has always been committed to aligning smart investments with both value-driven and equitable outcomes,” says Kyle Kennedy, president/banking director, Bell Bank – Phoenix. “The experience, passion and acumen Matt brings to the table are an absolute asset to our wealth management team.”
A Sioux City native, Matt earned his bachelor’s degree in finance from Iowa State University before launching his banking career in 2008. Since then, he has focused on financial planning and wealth management, with an emphasis on clients’ specific goals. He has also earned both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
Welcome, Matt, to the Bell family!