Matthew Sherman
Financial Professional
https://www.theconnecticutgroup.com/
After graduating from Rhode Island College, Matt began his professional career in the financial services industry in 2003. After an 11-year stint with various responsibilities at a national lender in Newport, RI he made the decision to return to his true calling, helping individuals and families with complete and comprehensive solutions to achieve their financial goals.
As an advisor his primary mission is to provide his clients with a best-in-class experience that combines service with comprehensive financial solutions that enable each client to achieve their goals with confidence, and peace of mind.
He began working with AXA-Advisors, soon to become Equitable Advisors, in 2014. Then in 2022 after 8 years as an individual advisor he made the decision to identify an experienced firm where he could take his practice to the next level. To achieve that, in 2023, he joined The Connecticut Group, with their over 150 years of combined experience in wealth management and financial planning.
On the personal side, he grew up in Rhode Island, and relocated to Wilton CT in 2017 with his wife Rachael and his two children: Mason and Campbell. Outside of his practice he can be found skiing, biking, fly fishing or just generally spending time in the mountains with his family.