Mark Matos

Mark Matos - Financial Planning Professional

Mark Matos, a seasoned wealth manager with Medley Advisory LLC in Bonita Springs, Florida, brings over 15 years of expertise in financial planning and wealth strategy. His clientele includes high-net-worth individuals, corporate executives, business owners, physicians, philanthropists, and families with special needs. Mark's dedication to financial management and community involvement earned him the Top 40 Under 40 accolade from Gulfshore Business.

Educationally, Mark holds degrees in finance and computer information services from Florida Gulf Coast University. His professional credentials include Certified Financial Planner, Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor in Philanthropy® certifications. Mark's career trajectory includes pivotal roles at Fifth Third Bank, Global Wealth Consultants, LLC, and HBKS Wealth Advisors, where he notably expanded his business by over 100% and managed a $20 million insurance case.

Mark is deeply involved in professional organizations such as the Association of Fundraising Professionals and the Greater Naples Area Planned Giving Council. He shares his financial insights on and has been featured in the Naples Daily News and Investor’s Business Daily. His academic achievements were supported by full tuition academic scholarships at Florida Southwestern State College and Florida Gulf Coast University.

Mark Matos’s engagement with the community reflects a blend of leadership and volunteerism. At the Rotary Club of Naples, he has contributed in various capacities, including Secretary, Treasurer, President-Elect, and President, where he has played a part in advancing the club's presence and effectiveness. Mark's community service reaches beyond the club, holding significant positions with respected organizations like the Greater Naples Planned Giving Council, the Collier Community Foundation, Meals of Hope, and the Financial Planning Association. His dedication to community support is also demonstrated by his association with the Estate Planning Council in Naples and his support for Purridise Gardens, an organization devoted to feline welfare.

Recognized for his efforts during Hurricane Irma, Mark was nominated for the Paul Sanborn Service Above Self award. His commitment to service and community is evident in every aspect of his life.

Mark Matos

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Mark Matos
Bonita Springs, FL US