With over 15 years in the financial industry, Mark Matos is a financial advisor at Moran Wealth Management®, an independent Registered Investment Advisory firm boasting a comprehensive team of more than 35 professionals. Mark’s expertise as a Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant®, and Chartered Advisor in Philanthropy® (CAP®) allows him to provide unwavering commitment and personalized care to high-net-worth individuals and families, guiding them through their financial journeys.
As a lifelong learner, Mark is currently pursuing further education by enrolling in the AEP®, RICP®, and ChSNC® programs at the esteemed American College of Financial Services. He has previously held prominent positions at HBKS Wealth Advisors, Global Wealth Consultants LLC, and Fifth Third Private Bank. Mark’s professional achievements have earned him recognition, including being honored with the 2017 Gulfshore Business Magazine’s 40 under 40 award and receiving a nomination for the 2017 Paul Sanborn Service Above Self award.
Beyond his professional endeavors, Mark demonstrates his commitment to the community through his involvement in nonprofit initiatives. He has held leadership roles in organizations such as the Rotary Club of Naples, the Financial Planning Association of Southwest Florida, and the Greater Naples Area Planned Giving Council, Inc. Mark has served on various nonprofit boards, including Meals of Hope, and has provided strategic advisory services to institutions such as The James Madison Institute and the Lutgert College of Business at Florida Gulf Coast University, Department of Economics and Finance.
Originally from Waterbury, CT, and raised in Bridgewater, Massachusetts, Mark has established Southwest Florida as his home for over 25 years. He earned two consecutive full-tuition academic scholarships to Florida Southwestern State College (formerly Edison) and Florida Gulf Coast University through the Honor’s Scholar Program and Phi Theta Kappa Honor Society. Mark graduated with an Associate of Arts from FSW before pursuing a double major at FGCU, successfully obtaining his bachelor’s degrees in finance and computer Information Systems with honors.