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Dennis Barba
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Victor Roach
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Brian Kwiatkowski
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Melissa Halloran
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Matthew Lytell
CFP, CFS, AAMS, CMFC
After graduating from Syracuse University with dual majors in finance
and marketing, Matt began his career in the financial services industry
with American Express Financial Advisors. While with American Express,
Matt served in various capacities including: Financial Advisor, Training
Manager, District Manager, and Regional Vice President. Matt earned
numerous awards and was recognized as one of the top leaders in the
company and one of the top 2% of Financial Advisors nationally.
Matt joined Raymond James in March of 2001 as Vice President and Director
of Private Client Group training & development.
Matt has been a Certified Financial Planner (CFP) since 1994, a Certified
Funds Specialist (CFS) since 1996, an Accredited Asset Management
Specialist (AAMS) since 1998 and a Chartered Mutual Funds Counselor
(CMFC) since 2001.
Matt serves on the boards of several organizations including: Sales
and Marketing Executives of Tampa Bay (SME), and Athletes and Executives.
Additionally, Matt serves on the boards of several charities including
The Smartfighter Institute and The Treasure Island Reef Project, as
well as being active with Easter Seals and The American Cancer Society.
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