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Specialties
Comprehensive financial planning. Investment Planning/Portfolio Management. Retirement Income Planning. Insurance Planning.
History
Established in 1991.
This branch of Raymond James began in 1991 with original owner Dennis O’Brien. In 2005, Brian W. Matthews took over as owner and branch manager. Brian has been a repeat member of Raymond James’s Executive Council, has presented at financial conferences, and has been a speaker for various civic and educational organizations.
Meet the Business Owner
Brian M.
Business Owner
Brian W. Matthews hales from Trenton, where he graduated from Trenton High School. He earned two Bachelor’s degrees from the University of Michigan – Dearborn, and a Master’s degree from Eastern Michigan University. He is a Certified Financial Planner™ and a Retirement Income Certified Professional®.
In addition to his work in financial planning, Brian is also a published author. He writes supernatural thrillers, science fiction and fantasy stories, and plans to expand to mysteries.
Married with a daughter and two step-daughters, Brian and his wife live in a cozy home surrounded by trees, wildlife, and wonderful friends.
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