Matthew Gates
Retirement Planning SpecialistUpon graduating from The Gatton School of Business at the University of Kentucky in 1998, I began my career in the Financial Services Industry at Fidelity Investments where I assisted clients with brokerage trading and service. I quickly desired to build a more meaningful and lasting relationship with clients. To that end, I ultimately joined Equitable Retirement Benefits Group as a Financial Advisor to serve the financial planning needs of educators and their families. In 2004, Rob von Gerds and I partnered to build a Wealth Management practice, and we continue to create lasting and impactful relationships to help our clients on their journey to financial success.
I reside in Green Township, a western suburb of Cincinnati. I enjoy spending time with my wife, Tammy, and our two daughters. They are active in many sports, and that keeps us busy and entertained. I enjoy watching University of Kentucky football and basketball, Go Cats! Tammy and I enjoy cooking and discovering new restaurants, and I also consider myself a bourbon and craft beer enthusiast.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.