Matt Carron

Matthew Carron, CFP®, CDFA®

Senior Wealth Manager

Matt grew up in Hopedale in central Massachusetts. An avid athlete, he played basketball in junior college in Franklin before transferring to Northeastern and completing his BS in psychology. His interests in understanding the mind, and in helping people, led him to May Institute, where he taught children with autism and brain injuries.

When Matt was in his mid 20s, he made a career shift. His parents won a large, life-changing sum of money in the Massachusetts state lottery. To help make sure his mother transformed the money into security, he entered the investment business with Fidelity. There, he worked his way up from answering phones to servicing accounts and trading assets for high-net-worth clients. Next, he joined a boutique financial planning firm in Braintree, to deliver deeper, more holistic financial planning to clients. For one client with $100 million in assets, he helped establish and operate a family office.

Matt joined Heritage in 2007. As senior wealth manager, Matt operates as the primary partner for clients, helping them translate their life goals into sophisticated custom financial plans, then recalibrate constantly as their circumstances and goals evolve. Matt also serves as the hub of communication and coordination between Heritage and clients’ accountants, attorneys and insurance agents.

Matt and his wife, Shannon, have three young boys. Most of his time outside of work is spent with them, involved in their sports and activities. With the small amount of time left over, he stays close with friends he has known since the second grade. And he remains a diehard Patriots, Red Sox, Bruins and Celtics fan.