Matt Watson

Managing Director, South Carolina

Ph: 866.SRP.401K x756

Matt Watson is the Managing Director of Strategic Retirement Partners’ Charleston, South Carolina office. Matt provides retirement and investment advisory services to plan fiduciaries and investment committees for both the private sector and not-for-profit organizations.

With two decades of experience, Matt has built a successful career on one fundamental principle: to help others understand the best steps in order to secure a successful retirement. His commitment to enabling individuals, families and businesses with sound guidance in their financial planning is reached due to his in depth knowledge of and strategic approach to savings and investments. Clients and colleagues alike rely on Matt’s comprehensive view – one that uses sound qualitative and quantitative methods – on investment performance, portfolio characteristics and other influencing factors in order to create optimal plans. His dedication to maintaining a position as a knowledgeable resource is seen in his earned designations which allow for him to continue to be a subject matter expert for others that can benefit from his professional insight on fiduciary direction and overall plan management.

Matt received his MBA and BS in Psychology from The Citadel. He currently holds designations as a Chartered Retirement Plan Specialist (CRPS®), Accredited Investment Fiduciary® (AIF®), C(k)P® Certified 401(k) Professional as well as being a Certified Plan Fiduciary Advisor (CPFA).

Outside of work, Matt enjoys Citadel Football, inshore fishing & golfing. He lives in Mt. Pleasant, SC with his wife and two boys.

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