Matt Kavanaugh - Financial Planning Professional in Dayton

A financial services professional and native of Dayton, Matt Kavanaugh currently serves as an internal wholesaler with Country Financial. In this capacity, he supports advisors and agents as they build financial plans for end clients. Matt Kavanaugh studied business administration management at the University of Dayton, and his professional experience includes roles connected to financial planning support, advisor service, sales operations, and client portfolio proposals.

Mr. Kavanaugh previously served as a national consultant in wealth management, managing a territory of independent financial advisors and supporting proposal development for client portfolios. He also held internal wholesaler and customer service representative roles in financial services, with responsibilities that included advisor communication, case proposals, and support for plan participants. His professional interests include investments, markets, business and finance, technology, health and wellness, travel, fashion, and sports, including football and the NFL’s Cincinnati Bengals. In his free time, he enjoys playing golf, hiking, biking, reading, boating, and exercising.

Contact

Matthew Kavanaugh
Dayton, OH US