Matthew McKay

Financial Planning Associate

Matt moved from Greensboro, North Carolina to Bryan/College Station in early 2017 to join Briaud Financial Advisors as a Financial Planning Associate.  While in North Carolina, Matt worked for Carolina Bank and The University of North Carolina at Greensboro. Both of these previous experiences were formative on his journey here to Briaud.

During his time at Carolina Bank, Matt began to cultivate a desire to assist individuals with their financial goals, but with the focus on advice and recommendations, rather than selling, unaware that such a profession existed!  Matt searched for an outlet for this desire and was afforded the opportunity to work for The University of North Carolina at Greensboro as a Recruiter. This position met his aspiration to work with people in meeting their goals, although the objective was educational in nature rather than financial. After a chance meeting with a fee-only financial planner, Matt began to pursue a career in financial planning which has led him to Briaud.

In the office, Matt revels in the problem solving and creativity that is required to achieve a sound financial plan. He likes to dig deep and think outside the box when seeking a solution. Matt is humbled by the opportunity to work closely with clients as they accomplish their financial goals and his greatest joy is seeing those dreams come to fruition.

Matt is a graduate of The University of North Carolina at Greensboro, where he earned a Bachelor of Arts in Communication Studies; he has also obtained a Certificate in Financial Planning from North Carolina State University. Apart from work, Matt enjoys playing basketball and soccer, board games, reading, and watching Manchester United and Portland Timbers soccer games. His wife Emily is a special education teacher, and they live in Bryan with their dog, Spencer.