Matthew Pawlowski

Matthew Pawlowski

Investment Services Specialist

Domicile State: NC
Phone: (704) 557 - 9663
 

Matt began his career in upstate New York in the financial services industry, where he obtained his series 6 & 63 license. He, then moved into the banking industry as a personal banker, which ultimately led him back into the financial services industry. He has been with HF Financial since 2011 working in both the Wealth Management Department and Financial Planning Department, building his knowledge base under well tenured officers of the company.

As an integral part of the financing planning department, Matt assists the advisors in the financial planning process including guidance on the products the firm distributes. He is responsible for inputting data into the software and then working with the Director of Financial Planning to prepare observations and recommendations.  He also teaches advisors how to use the firm’s needs analysis software and comprehensive planning software. He acts as a resource to the advisors in many different aspects that occur during the planning process.