Client Relationship Associate
Matthew Zielinski joined the EagleStone Tax & Wealth Advisors team in January of 2020 as a Client Relationship Associate. As an integral part of the wealth management team, Matt is involved in making sure our clients’ needs are met. He provides support with the creation of performance reports, financial analysis and advising while conducting research and assisting the tax team with return preparation. Matt is Series 7 and Series 66 licensed.
Matt holds a Bachelor’s degree in Economics from Clemson University and received his Masters in Applied Economics from George Washington University in 2019. While in school, he was an active member of the intramural football and basketball teams.
Matt was raised in the South, spending his childhood in Greenville, SC, Birmingham, AL, and Columbia, SC. He moved to Washington, D.C. to pursue his Graduate education and continues to reside there. As a lifelong athlete, Matt loves anything related to sports – especially Clemson football. He’s a big fan of the Atlanta Braves and the Carolina Panthers, and spends his free time listening to music and taking in the culture that Washington, D.C. provides. Fun fact about Matt: His favorite animals are penguins!
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
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