Matthew R. Olsen

Wealth Management Advisor

  • Office 561-962-2925
  • Mobile 954-815-6532
  • Fax 561-994-6217


With a degree in Industrial and Systems Engineering, Matt Olsen has learned to draw on his technical training and expertise to implement complex and strategic solutions.  Matt's education has provided him with the tools and knowledge necessary in order to create personalized planning solutions and recommendations that offers consistent long-term value to meet each client's specific needs.

Matt's focus is clear and precise: to remain true and honest with every client and to provide world-class solutions and service.

Associations and Memberships

Matt has been an active member of the Construction Association of South Florida (since 2002) and the Urban Land Institute (since 2006).  Matt has also been a strong supporter of Miami Children's Hospital Foundation, Museum of Discovery & Science, and the Riverwalk Trust Fort Lauderdale.


Awards and Recognition


Million Dollar Round Table Qualifying Member 2007, 2009-2011

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Quality Award 2005, 2007-2010

Award recognizing persistency and performance


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