Matthew Tucker

Matthew Tucker, CFP®, possesses extensive experience in wealth planning and financial consulting. Currently serving as Vice President and Wealth Planner at Fidelity Investments since February 2019, Matthew previously held the position of VP - Financial Consultant at Charles Schwab, managing a client portfolio averaging $1.6 million in net worth. Matthew's career at Fidelity Investments began in June 2012, progressing through various roles including Portfolio Specialist and Financial Representative. Earlier experience includes working as a Title Specialist at FSU Credit Union from January 2009 to May 2012. Matthew holds a Bachelor of Science in Finance from the University of Florida and a Master of Science in Personal Financial Planning from the College for Financial Planning, along with the Certified Financial Planner designation from Suffolk University.