With over fifteen years of experience in the financial industry, Matt Blake has worked extensively with portfolio management, insurance planning, financial planning and client relationships.
Prior to joining Capital Investment Counsel, Matt worked at Prudential Securities as a Financial Advisor, served as assistant branch manager for Charles Schwab and was a manager of a national sales team for Jackson National Life. At Capital Investment Counsel, he focuses on portfolio management and client relationships. Currently he is pursuing his CERTIFIED FINANCIAL PLANNER™ designation. Matt is a member of the Financial Planning Association (FPA).
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