Matthew Galvanemail
13455 Noel Road 20th Floor
Dallas, TX 75240
Professional Story
Hi, I’m Matthew Galvan, and I’m a husband, father, friend, and follower of Christ from Dallas, TX. I graduated from Texas A&M University with a BBA in Finance and Business Honors before moving to Denver, CO with my wife, Hannah. In 2022, we moved back home to Texas and had our first son, Henry. We’ve enjoyed reconnecting with old friends and our community here in Dallas, but in our free time, you might find us making our way back to the mountains to ski, hike, and introduce Henry to the things we love and miss from Colorado. Along the way, I've learned that...
Preparing for the next step in life isn’t always easy.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I provide an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, identify gaps if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.
Matthew Galvan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 13455 Noel Rd. 20th Floor Dallas, TX 75240; (972) 246-1800.
Financial planning services offered through Spectrum Strategies, LLC, a Registered Investment Advisory Firm, are not offered or sponsored by MML Investors Services, LLC.
https://www.spectrumfg.com/licenses
Education
Texas A&M University
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Community Involvement
Watermark Community Church
Trinity Christian Academy Alumni BoardLanguages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Military
- Retirement Strategies
- College Funding Strategies
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Planning ®
Check the background of this investment professional on FINRA's BrokerCheck
See Matthew’s Licenses and Disclosures