Matt Stanhope is a Certified Financial Planner® professional who has been helping individuals and families navigate financial decisions since 2016. He works closely with clients to develop personalized wealth management strategies, offering guidance in investment management, retirement planning, tax planning considerations, and trust and estate planning.

Originally from the Atlanta area, Matt earned a Bachelor of Business Administration from the University of Mississippi with dual majors in Banking & Finance and Managerial Finance. He joined Baird in 2023 after relocating from New York City with his wife, Charlotte. Matt holds the FINRA Series 7 and 66 licenses.

As a member of Baird's Charleston Private Wealth Management team, Matt assists clients with comprehensive financial planning, tax reviews, and guiding clients through estate and legacy planning considerations. He is passionate about helping clients simplify complex financial decisions and gain confidence in pursuing their long-term goals.

Outside of work, Matt enjoys golf, tennis, and travel. He lives in Mount Pleasant with his wife and their two children, Margot and Russell.