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FUNDRAISING NEWS | May 07, 2024

Matt Sheffield Launches Burlwood Wealth

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Financial advisor, Matt Sheffield, has established Burlwood Wealth through his affiliation with LPL Financial's LPL Strategic Wealth Services. Previously, he managed approximately $275 million in assets while with UBS. Burlwood Wealth represents Sheffield's transition into the independent advisory space.

Sheffield initially started his career in Silicon Valley, then transitioned into medical sales. By 2005, he realized his true calling as a financial advisor. He values the profession for its combination of critical thinking, building relationships, and the chance to establish significant connections. Beyond his financial pursuits, Matt enjoys a variety of hobbies including woodworking, mountain biking, listening to live music, and reading. He also finds fulfillment in giving back to the community, volunteering as the team photographer for Lewis and Clark High School’s football team.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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