Matt Jones is a private wealth advisor for Blue Trust and is based in the Orlando office.

As a CERTIFIED FINANCIAL PLANNER® professional and an experienced wealth advisor to individuals, families, and businesses, Matt uses his objective perspective to help clients make wise financial decisions, experience clarity and confidence, and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Matt and his team integrate financial planning, investment management, and trust services into financial plans tailored to each client’s unique goals, values, and circumstances.

Before joining Blue Trust, Matt served as a wealth advisor at Charles Schwab, providing comprehensive wealth management services to individuals and families. He previously worked as a client service manager at Stewardship Advisory Group, where he led the client service team for a faith-based registered investment advisory (RIA) firm.

Matt earned his BA in theology from Liberty University and his MDiv in preaching & pastoral ministry from Southeastern Baptist Theological Seminary. He is passionate about using his theological education to help clients think biblically about wealth, stewardship, and the decisions that impact their families.

Matt is an active member of The Grove Church in Clermont, Florida, where he and his wife, Bekah, lead a small group. He also recently completed a two-year pastoral training cohort for emerging church leaders.

Matt and Bekah have three children and live in the Orlando area.