Matthew Simoni

Matthew Simoni, CFP®, CFS®

Financial Planner

Matt was born a celebrity – his infancy pictures appeared in local newspapers and his parents were featured in a radio program, for he was the first baby born in Norwood Hospital in 1984. Matt went to Xaverian Brothers High School in Westwood, and then to Merrimack College. He graduated with a BS degree in business administration with a concentration in finance.

After his second year in college, Matt joined Heritage for a two-year internship. Heritage was still a budding firm at the time, using paper documents and a complex filing system. Matt was part of the team that helped the firm go paperless in order to serve its clients more efficiently. He enjoyed Heritage’s inclusive culture and, upon graduation, joined Heritage as its eighth employee.

For the first three years of his career, Matt was a part of Heritage’s investment team, conducting research and analyzing fund managers. A desire to be more actively involved in client cases led him to Heritage’s financial planning team, where he is responsible for preparing financial planning spreadsheets and providing advanced planning support to wealth management teams. Matt’s extensive knowledge of technology and his problem-solving approach make him an integral part of any system transitions in the firm.

Matt likes to spend time with his wife, Sarah, and their toddler, Lia. Matt also enjoys playing golf, following the local sports teams, and an evening out for dinner.