Advisor profile


My approach

Matthew Carr - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Matthew Carr - My approach photo

Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MS in Family Financial Planning from Texas Tech University.
  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®

Education

  • Master of Science, Family Financial Planning
  • Texas Tech University
  • December 1999

Interests

  • Spending time with my wife and kids and participating in their activities.
  • Being involved in the community through church and other organizations.
  • Outdoor activities; mountain biking, tennis, snow skiing, fly fishing, hunting.

Community participation

    • Lubbock Chamber of Commerce
    • Early Learning Centers of Lubbock, Inc. Board Member
    • Lubbock Cooper Tennis Booster Club
    • Leadership Lubbock Class of 2015

Awards & recognition

  • Ameriprise Client Experience Award, 2020