Matthew Simoni

Matthew Simoni, CFP®, CFS®

Financial Planner

A Norwood, MA native, Matt went on to attend 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 manages the firm’s planning software and provides 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 loves spending time with his wife, Sarah, and their two young daughters Lia and Ava. Matt also enjoys playing golf, following the local sports teams, and an evening out for dinner.

HERITAGE RECOGNIZED BY CHARLES SCHWAB WITH 2017 BEST-IN-BUSINESS IMPACT AWARDTM >