Matt Meredith, JD, CFP®
Matt Meredith is an attorney and managing member at The Law Office of Robert M. Meredith in Spring, Texas, concentrating in estate planning, business law, probate, and tax. Matt is a Certified Financial Planner (CFP®) practitioner, and a licensed attorney in the state of Texas.
Background
Prior to becoming a lawyer, Matt worked in the financial services industry as a financial adviser with JP Morgan Securities, Capital One Investing, and LPL Financial. Matt provides financial planning and services to his clientele with a focus on investment management, goal-based planning, and diversification. Prior to his role as an adviser, Matt was an equities market maker and a trader for various financial firms, and a manager for back-office brokerage operations.
In 2018, Matt started his pursuit of a law degree at South Texas College of Law to support his clientele in matters that require a law license and are outside the normal scope of financial advisers.
In addition to his law degree from South Texas College of Law, Matt holds a Bachelor of Arts in Advertising from the University of Houston, is a Certified Financial Planner (CFP®) practitioner, a Certified Mediator in the state of Texas, and an independent financial adviser with more than 15 years of experience in the financial services industry.
Focus
Matt assists his clients in financial and legal matters by working to remove the stress and worry regarding the uncertain aspects in their financial future. Additionally, he drafts the necessary legal documents needed to coincide with their existing financial plan (estate planning). Matt also assists in business formation, asset protection and management, probate, tax law, and tax controversy issues.
More About Matt
Outside of work, Matt is an avid outdoorsman, loves his coffee, and enjoys spending time with his wife, Luz, and their two dogs. Matt enjoys volunteering at the South Texas College of Law Probate Clinic and the Low Income Taxpayer Clinic while he continues to learn new aspects of an ever-changing legal field.