Matthew Wollmann, CDFA®

Vice President, Investments at Wedbush Securities
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Bio

Matthew has been a financial advisor for more than 12 years. Prior to joining Wedbush in 2021, Matthew served as a Vice President at Hilltop Securities and spent the previous five years at Morgan Stanley as a financial advisor. He started his career in finance at M.L. Stern. Matthew customizes financial and retirement plans for individuals and corporations and tailors each plan to the needs of his clients. Through the planning process, Matthew gains an in-depth understanding of the client’s financial and personal goals which ultimately allows each client to make informed decisions about their finances and future. What really sets Matthew apart is his specialty in divorce finance. As a CDFA, Matthew is one of a very few who has the ability to take on and direct clients through the financial aspects of a divorce.

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