Matthew Hill LUTCF
Matt started as an NYC Financial Advisor over a decade ago. For the last decade he was responsible for recruiting, training, and developing new advisors in the tri-state area, along with helping his clients strive for financial independence. Along the way, he has gained a few designations and currently has completed 6 of 6 classes in order to be eligible to sit for the CFP (Certified Financial Planner). Matt worked his way up from agent to Associate Managing Partner before deciding his passion is assisting his clients on their Wealth and Protection Strategies.
Matt’s industry achievements include the prestigious Million Dollar Round Table*, ACE **(Achieving Client Excellence), and an ACE Top Producer qualifier in 2012. In 2014, Matt was one of the few selected to speak to his peers at the Practice Advancement Conference, focusing on how he implements technology throughout his practice. Matt is currently an Investment Advisor Representative, is Life & Health Licensed as well as LTC, and holder of the FINRA Series 7 & 63 registrations.
Most recently he has become a co-founder of Client Focused Advisors, with his primary concentration around business owners, executives, and medical professionals. He currently works within this arena on assisting his clients in the understanding of their Wealth & Protection strategy and will develop a tailored strategy unique to each of his client’s needs.
Matt currently resides in Garden City, New York with his wife Erika and his daughter Calista. Matt graduated with a Bachelor of Science Degree in Finance from the University of Delaware. As a lifelong resident of Long Island, New York, Matt is philanthropically involved with numerous children's charities in both New York City and Long Island area. Being raised on Long Island, Matt enjoys relaxing at the beach, sailing, fishing, golfing, and traveling with his family.
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
**The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.