Matt Puglisi serves as Senior Consultant, RIA for Highland Capital Brokerage, Leesburg, VA and partners with financial advisors nationwide. With more than 20 years of experience in the financial services industry, Matt specializes in helping financial advisors with net new client acquisition, brand marketing, financial planning, advanced markets, financial planning software, Social Security and Medicare planning, retirement income planning, spousal protection, public speaking, seminars, and annuity product expertise. Matt has a true passion for problem solving and has made a career out of helping individuals achieve financial confidence and certainty.
Prior to joining Highland Capital Brokerage, Matt held the positions of Financial Advisor, RIA and Annuity Regional Vice President.
Matt Puglisi holds the following designations and licenses: Series 6, Series 7 SIE, Series 65, Series 63, Life and Health.
Matt resides with his wife Jen and three children in Poolesville, MD. When not helping financial advisors, he can be found spending time with his family, playing sports and chess, coaching youth football and baseball, and helping with the Wounded Warrior Project and the Transverse Myelitis Foundation.