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Matt Wagner

Parkside Financial Bank & Trust

ABOUT MATT

Matt Wagner

Matthew Wagner serves as President of the Trust & Family Office division at Parkside Financial Bank & Trust. A dedicated client advisor, Matt aggregates all financial disciplines for effective planning. Offering more than 25 years of experience, his holistic approach incorporates investment management, retirement planning, tax mitigation, risk management and estate planning. He prides himself on recognizing opportunities, implementing solutions and adjusting each customized plan in response to evolving goals and dynamic marketing environments. Matt is a Certified Financial Planner™ professional and Certified Trust and Financial Advisor. He earned his Bachelor of Science in Finance from the University of Dayton.

ABOUT PARKSIDE FINANCIAL BANK & TRUST

Parkside Financial Bank & Trust is a privately-held institution with a uniquely fresh perspective on commercial banking, trust, family office and 401(k) plan services. Our dedicated Trust & Family Office team provides comprehensive wealth advisory services to a diverse clientele. We analyze the complete financial portfolio, considers goals and objectives, prepare for what’s ahead, and help our clients transition through life’s stages. Focused on creating unparalleled simplicity in today’s increasingly complex financial environment, we are an uncommon partner, here to provide our clients strategic, efficient and well-designed solutions for financial success and legacy.

For further information about Parkside Financial Bank & Trust, please visit www.pfbt.com

Parkside Financial

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