Matthew Bees

Background

About Matthew Bees

I am a Senior Vice President - Investments and PIM Portfolio Manager with over 20 years of experience in financial services. I focus on working with those approaching retirement or going through the retirement transition to give them clarity and confidence in achieving their goals. I am experienced in dealing with many of the issues faced while planning for retirement including: Effective timing of claiming Social Security benefits, determining if clients will have enough money for their retirement, as well as navigating the actual retirement transition and coordinating tax efficient account distributions to replace their paycheck and sustain retirement spending. Because of the complexities of coordinating the many facets of retirement, I believe in being a life-long learner and have placed an emphasis on continuing education. I hold a master's degrees in taxation and advanced financial planning from Golden Gate University and A bachelor’s degree in marketing management from Youngstown State University. I have also earned the CERTIFIED FINANCIAL PLANNER® professional from the College for Financial Planning. Wells Fargo Advisors does not provide legal or tax advice. This information is intended for use by residents of AZ, CA, CO, CT, FL, HI, IA, ID, IN, LA, MA, MD, MI, MN, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, and WY only. Please contact me by email at Matthew.a.bees@wellsfargo.com or by phone at 702-791-6127. I cannot respond to messages through LinkedIn Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social