Matthew E. Gilchrist (Matt) began his financial career in 2008. Matthew is dedicated to servicing his clients through a comprehensive, objective and educational based approach. His experience as a small business owner gives him extensive knowledge and planning techniques to confront the unique obstacles small business owners encounter. Matthew shares the SPC Financial® (SPC) commitment to employ a comprehensive methodology to developing financial solutions.
Matt attended the University of Maryland College Park where he completed a B.A. in Economics. His educational background includes a Bachelor’s degree in Economics from the University of Maryland. He also maintains the CPA and PFS designations as well as a CERTIFIED FINANCIAL PLANNER™ Professional certification.
He has committed to educating the community on the constantly shifting financial landscape. Mr. Gilchrist volunteers his time at a weekly tax and financial planning workshop. Here he assists residents and their extended family members in addressing a wide range of wealth management, estate and tax planning concerns.
Mr. Gilchrist is on the Board of Directors for the First Tee of Montgomery County and the Cura Personalis Project.
Matt is registered with Raymond James Financial Services, Inc. (member FINRA/SIPC) as a General Securities Representative (Series 7) and holds his NASAA Uniform Combined State Law (Series 66) license, as well as a Life and Health insurance license.
Matthew was born and raised in Sandy Spring, MD. He, his wife Monica, and their two children currently reside in Olney, Maryland.