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Matthew Simcox, JD, Financial Advisor serving the Longview, TX area - Ameriprise Advisors

Matthew Simcox, JD

CKA®, APMA

Financial Advisor

Certified Kingdom Advisor
Truevine Wealth Partners
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 4 reviews

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
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education

Qualifications

  • CKA® Certified Kingdom Advisor®
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 66
  • Insurance: TX, LA, IN

Education

  • Juris Doctorate, Baylor Law School, Waco, Texas
  • B.A., Political Science, Abilene Christian University, Abilene, Texas
  • HS Diploma, Longview High School, Longview, Texas

Awards & recognition

  • Truevine Wealth Partners, Ameriprise Client Experience Award, 2021-2022

Previous experience

  • Financial Advisor, Edward Jones, Longview, TX, 2017-2019
  • Attorney, The Simcox Law Firm, P.L.L.C., Longview, TX, 2008-2017

Community participation

East Texas Business Builders donating gift cards to a local non-profit!
East Texas Business Builders donating gift cards to a local non-profit!

* I have previously served as a deacon on the trustee board of my church, Fellowship Bible Church, Longview, TX.

* I have taught several adult Sunday School classes at Fellowship Bible Church.

* My wife teaches 3rd grade at, and two children attend Longview Christian School. You can find me there a lot! And we love it! LCS has been a tremendous blessing to our family!

* Member of East Texas Business Builders networking group. Each quarter, we donate to a different non-profit organization in the greater Longview area.

Interests

If you don't find me at the office, it's quite likely that you'll find me enjoying games with my wife and kids.

My perfect day is curled up in a comfy chair near my wife, both of us deep in a good book. I'm always open to suggestions. Preferred genres are mysteries and espionage. I have a superpower: as soon as I finish the last word of an escapism book, I immediately forget it. I could re-read it and enjoy it all over again.

I was born and raised in Longview, but even so I have never tired of seeing the hot air balloons gliding silently overhead.