Matthew Lester
Financial Advisor, Retirement Benefits Group at Equitable
Based in Charlotte, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
3.2K
Contact information
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m•••••••@equitable.com
Phone
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Background
About Matthew Lester
I am a financial advisor with the Equitable Advisors Carolinas Branch. I am passionate about educating individuals and families so that they can achieve their goals. I am dedicated and committed to building strong relationships with my clients so that I can remain a resource throughout their ever-changing lives. These are some of the areas I focus on: • 401(k) Rollover Strategies • IRA Rollover Strategies • Asset Allocation Strategies • Preservation Strategies • Retirement Income Distribution Strategies • Tax-Efficient Investing and Distribution Strategies • Income Strategies • Insurance • Long-Term Care
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