About Stavis Margolis Financial Services Financial Data Center On-line Account Access

Matthew G. Doyle, CFP® - Advisor Associate

Matthew Doyle, CFP® joined Stavis, Margolis Advisory Services, Inc. [SMA] in July 2006 as a Financial Planner. He moved into the Advisor role at SMA in March 2007. Matthew began his career in 1999 as an Intern for Fayez Sarofim and Co. In 2001, he joined RBC Dain Rauscher as a Financial Consultant helping individuals, families, corporations, and non-profits achieve financial success. Matthew received the ‘Summit Award’ in recognition of his outstanding performance at RBC Dain each year 2003-2005.

Matthew graduated with his B.B.A. Finance from University of St. Thomas in May of 2001 and continued his education through the Rice University CFP® preparation program. Matthew attained his CFP® designation in October 2004.

A native Houstonian, Matthew participates in a wide range of activities and community involvement. Matthew is Chairman of the Board for Crossroads Community Partnership for Youth. He enjoys a variety of outdoor activities and is an aspiring foosball champion. He offers Securities through FSC Securities Corporation, a registered broker/dealer. Mmeber FINA/SIPC. Advisory Service offered through Stavis Margolis Advisory Services, Inc., a registered investment advisor not affiliated with FSC.
 

CFP® certified Financial Services Advisor Associate
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