Matthew Pruitt, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2024
• Prior to MAI, Matthew was a Senior Wealth Advisor at Treloar & Heisel
• Previously worked with a variety of clients in all aspects of financial planning at both PNC Wealth Management and Merrill

Life Outside of MAI 

• Loves spending time with his wife and three children
• Heavily involved serving at his local church and surrounding community
• Enjoys working out, playing sports, and reading

Education

• Purdue University, B.S., Financial Planning & Counseling

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.