Matt Merrick-Raymond James is a financial advisory firm based in Huntingdon, TN, offering a range of services to business owners, corporate retirement plans, families, individuals, healthcare professionals, retirees, sudden wealth recipients, and women investors. With a team of experienced financial advisors, they provide customized investment strategies to help clients achieve their financial goals.
As a part of CB T Financial, Matt Merrick has been serving clients since January 2007, conducting interviews and providing consultation across all branches. With a focus on education planning, financial planning, investment solutions, portfolio management, retirement planning, and risk management, Matt and his team aim to deliver personalized financial solutions to their clients.
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