Matthew J. McGervey
As a McGervey Wealth Advisor, Matthew develops a close understanding of each client’s unique needs. Then he works with the client to create a comprehensive plan which enables them to achieve their financial goals. He engages clients through educational presentations using common language to help them understand their optimal solution.
As a CERTIFIED FINANCIAL PLANNER™ professional, Matthew has a broad knowledge of personal financial planning strategies and solutions. He also sits on our firm’s investment committee.
Matthew’s previous experience includes working for a private wealth management firm serving ultra-high-net-worth investors where he gained knowledge in complex taxation and wealth management solutions.
Matthew graduated Magna Cum Laude from the University of Dayton with a Bachelor of Science degree in Finance and graduated from John Carroll University with his Master’s in Business Administration.
Away from the office, Matthew spends his time playing golf, hockey and fishing. He enjoys exploring the great outdoors, physical fitness, and trying new restaurants and food.
(330) 493-9300 x 207