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Our financial advice team


Michael Matus, Financial Advisor serving the Fort Mill, SC area - Ameriprise Advisors

Michael Matus

Financial Advisor

Franchise Owner
Omni Wealth Advisors
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 15 reviews
See disclosures

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
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies

Education

  • Bachelor of Science, 1990 Rutgers University New Brunswick, NJ
  • Master of Science, 1996 New Jersey Institute of Technology Newark, NJ

Awards & recognition

  • Ameriprise Circle of Success, 2007,2010,2011

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Community participation

  • Fort Mill/Gold Hill Branch YMCA Advisory Board Member 2012 - 2017
  • 2013 Director of Fundraising, Fort Mill/Gold Hill Branch YMCA
  • Chrysalis Autism Center Board Member 2013 - 2016
  • 2013 Director of Fundraising, Chrysalis Autism Center 2013 - 2016

Interests

I lived in Fort Mill until 2019 with my wife and son serving clients primarily in the Carolinas with some throughout the country. I began splitting my time between Louisville KY and the Charlotte Metropolitan area in April of 2019. My main office is located in Fort Mill, SC, 10 miles from Charlotte. When I am not enjoying time with my family I enjoy skiing, boating, whitewater rafting, and hiking.