Advisor at Smith Shellnut Wilson
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Firm
Smith Shellnut Wilson
Location
Memphis, TN
Credentials
CFA®, Series 63
Industry experience
11 years
Matthew Thompson is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Smith Shellnut Wilson, where he has worked since 2022. His prior experience includes roles at Truist Securities, SunTrust Robinson Humphrey, and FHN Financial. Smith Shellnut Wilson serves individual, high-net-worth, corporate, and institutional clients, providing portfolio management, financial planning, and retirement-plan advisory services. The firm uses a customized investment approach based on fundamental, technical, and cyclical analysis, and offers specialized services such as third-party pricing validation and advisory work for banking, insurance, and municipal clients.
Based on Smith Shellnut Wilson
Based on Smith Shellnut Wilson
Fixed-dollar fees individually negotiated for financial planning and consulting services.
$0 - $1,000,000: 1.5% $1,000,001 - $4,000,000: 1.25% $4,000,001+: 1.0%
$200 per hour for financial planning and consulting services if services are terminated after initial five-day period.
Account minimum: $1,000,000 Minimum fee: SSW may impose a minimum annual fee for some clients at its discretion. Fee-only: Investment advisory services on a fee-only basis; fees are negotiable and based on assets under management or fixed fees.
Memphis, TN
Louisiana · Tennessee
Smith Shellnut Wilson
2022 - Present (4 years)
Smith Shellnut Wilson
2022 - Present (4 years)
Truist Securities, Inc.
2020 - 2022 (2 years)
SunTrust Robinson Humphrey, Inc.
2019 - 2020 (1 year)
Ftn Financial Securities Corp
2014 - 2018 (4 years)
FHN Financial
2008 - 2018 (10 years)
Ftn Financial Capital Markets
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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