Senior Advisor | Wealth Management
Areas of Focus:
Matt Magee has been with WPWealth since 2020. With a broad range of clients, Matt is able to help his clients in a variety of ways, mainly helping clients decipher who to maintain and grow their wealth. He is a graduate from Texas Christian University Neeley School of Business where he earned his B.B.A. in Marketing and Sales Management. He holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™. Matt strives to continue client relationships through multiple generations, helping generate the largest benefits possible with his problem-solving capabilities.
Throughout Matt’s time at WPWealth, he hosted the Whitley Penn Talks podcast series, “Navigating Through Uncertainty.” This series focused on the effects of COVID-19 during the 2020 year and how that played a role in unemployment, stock market volatility, and an overall state of the economy.
Outside of work, Matt enjoys spending time his wife and daughter, Lucy, as well as traveling and listening to podcasts.