Our financial advice team

Matthew Truscott, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Matthew Truscott

Financial Advisor

Managing Director
Core Focus Financial Group

An Ameriprise Platinum Financial Services® Advisor

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 29 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

  • BA, Business Administration, California State University, Fresno, CA

Awards & recognition

  • Core Focus Financial Group, Ameriprise Client Experience Award, 2020, 2023
  • Ameriprise Circle of Success, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Five Star Wealth Manager, Washington state, 2024

Previous experience

  • Senior Financial Advisor, Merrill Lynch, Bellevue, WA, 2011-2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Bellevue Chamber of Commerce

Interests

Recently got married in San Diego to my wife Missy

Missy is a phlebotomist and professional fitness athlete

We have three Dachshunds (Schultze, Athena and Leo)

We reside in Redmond

I enjoy sports, weightlifting and photography. In our free time my wife and I enjoy going to Mariner’s games, hiking and playing with our dogs

I love traveling anywhere with a beach or experiencing nature. My favorite trips were Great White Shark diving in Mexico and seeing Polar Bears in Alaska.

My photos

3 albums
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Matthew Truscott may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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