Matthew Heeter

Financial Advisor

Matthew Heeter, is our newest addition to Synergy Wealth Strategies, an independent financial services firm. After graduating in May of 2018 from Salve Regina University, with a degree in Financial Management and Economics, Matt came to work full time as a Junior Advisor. Working closely with the senior advisors Matt is able to assist them in offering their clients the highest level of "white glove" service. 

Matt is also fully FINRA licensed acting as his own advisor as well. When creating a plan for his clients, Matt doesn't just look at their investment portofolio, but takes a holistic approach in order to make sure that each client is thinking about the greater picture. Matt helps clients in all aspects of life whether they are just starting to save for retirement, puting away money for a family members higher education, or looking to roll out of their companies 401k. 

When Matt isn't working in the office he enjoys spending his free time golfing in the summer and snowboarding in the winter. A native to Long Island his whole life, Matt currently resides in Wading River. 

Phone (631)961-5432
Fax (631)961-8795