Matt Watkins, CPWA®

Matt is a Partner in the Louisville office and is responsible for leading its’ family office team. His practice focuses on clients facing complex family, financial, tax, and estate planning situations and he has more than two decades of experience advising high net worth families and business owners.

Prior to joining Cerity Partners, Matt was responsible for building and ultimately managing their family office as Director, Multi-Family Office & Senior Financial Advisor at ARGI Financial Group. Prior to joining ARGI, he was a Vice President and Senior Wealth Strategist at PNC Wealth Management, where he advised high-net-worth clients on financial planning, investments, and insurance planning. Early in his career Matt was a transactional lawyer, focusing his practice on mergers & acquisitions, business succession planning, employee benefits, and estate planning.