Matthew Benson began working in the financial services industry in 1998 while pursuing his MBA in South Florida. Matt moved to Tennessee to partner with Wellness Financial Advisors® in 2006. Matt’s love of people, knowledge and analytics led him to a career in financial advising. Strengthened by personal tragedy, he realizes the importance of protecting loved ones and securing the future. His collaborative practice primarily focuses on delivering exceptional service, superior comprehensive planning, and wealth management strategies. He finds great satisfaction knowing his clients are well taken of and values his role in their lives.
Matt consistently earns recognition for excellence in his Insurance and Investment levels. He has proudly served as the President Elect and a member of the National Association of Insurance and Financial Advisors. He has received annual recognition from NAIFA with the National Quality Award since 2004. Matt obtained his Certified Financial Planner (R) designation. He also enjoys mentoring other financial professionals, hosting study group sessions, and training seminars.
Matt and his wife, Alicia, married in 1999. They live in Franklin, Tennessee with their two children. The family enjoys cross country running, soccer, football, baseball, and spoiling their adorable Shih Tzu, Maxi May. He and his family proudly support many philanthropic and religious organizations including the International Justice Mission, the Cooper Trooper Foundation, Journey Church in Franklin, and the Hard Bargain Association. Matt also likes hiking, camping, surfing, and watching Mixed Martial Arts.
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