Retirement Operations Specialist and Financial Planner
Matt Joines

Matt Joines serves as a retirement operations specialist and financial planner at Legacy. Matt is a Registered Representative with Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. He joined the firm in 2017 as an investment adviser as well as working closely on Legacy’s retirement plan management. Matt has over 10 years of financial services industry experience working with both private wealth management clients as well as corporate benefit plans.

Matt is a native Atlantan and says, “There’s no place like home.” He currently resides in Roswell, GA with his wife, Sweta. During his free time, you can find Matt cheering on the Georgia Bulldogs or playing tennis and volleyball in local sports leagues.

Matt is a graduate of the University of Georgia with a degree in Family Financial Planning (B.S.) and holds a Certified Financial Planner™ designation as well as a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).

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