Matthew S West
Wealth Management Advisor|CLU®, ChFC®, CASL®, RICP®, CFP®
Professional
Matt started his financial planning career upon graduating from Saint Louis University in 2007 with a Bachelor's Degree in Business Administration.
He holds Life, Health, and Long-Term Care insurance licenses in states across the country. He also holds FINRA Series 7, 6, 63, and 65 licenses.
Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate holder, along with having the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®, and Retirement Income Certified Professional (RICP®) designations from The American College.
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2010
- Award recognizing persistency and performance
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Personal
Matt is a Tennessee native, growing up in Brentwood. He and his wife Aubrey continue to live there today with their two sons, Carter and Brooks. Matt enjoys travelling often, and when not doing so, frequenting the local fields as both a spectator and coach.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
