Matt Stegman

Matt has over 20 yrs. experience in the financial services industry and helping clients achieve their goals.   Matt began his career at Charles Schwab, where he became licensed and had many roles such as Advanced Options Manager, Series 7 – Advanced Margins and Options Trainer and a Senior 401K Education Specialist.  Following Schwab, Matt worked as a Revenue Analyst for America West/US Airways in Phoenix, AZ.  Feeling the call back to financial services, Matt began to work as an Auditor for Advisor Group, which is perfect for Matt as he loves to travel and meet a lot of wonderful people along the way.  In 2009, Matt moved over to Edward Jones and managed compliance as a Field Supervision Director.  And in 2011, Advisor Group called Matt back and he took up the role of Field Supervision Director.  He worked his way up to Supervision VP where he directly supervised 45 Branch Offices and indirectly supervised 595 Registered Reps.  Matt was fortunate to meet a lot of great people during this time and one of the offices that Matt supervised was Frank Santo (FloridaFIN).  With Frank wanting to retire, it was the perfect opportunity for Matt to step back out into the world of helping clients directly, and he couldn’t be more thrilled to be serving you!

Matt met his wife, Dana, while working at Edward Jones and they have been married since September 27, 2011.  They have a German Shepherd dog named Rudy, as Matt is a HUGE Notre Dame fan.  (Get it, Rudy?)  Matt and Dana actually got married at Disney World.  (Who would have thought they would be back living in Florida 8 years late?).  Matt and Dana live in Weeki Wachee and couldn’t be more excited to be here, and Dana is certainly happy to be all that much closer to Disney World.  They also love to travel, golf and cook.