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Matthew J. Wells
Matthew J. Wells CFA®

Matthew J. Wells

CFA®

Matthew is a Senior Financial Advisor with Transform Wealth and has been in the wealth management industry since 2000. He is based in the Houston office where he has spent his entire career.

Matthew has extensive experience working with affluent clients, tailoring custom financial plans, asset allocation and sophisticated banking solutions. He began his career in the industry with JP Morgan Private Bank and later with US Trust Bank of America. Given his deep knowledge of the capital markets he later was a portfolio manager with Kanaly Trust. Subsequently, Kanaly Trust was acquired by Mercer Advisors, a registered investment advisor. At Mercer/Kanaly he transitioned to a Regional Vice President where he was integral in growing the business throughout the Texas and Louisiana markets. His vast experience through two full market cycles reinforced his belief in portfolio diversification while keeping clients informed as it pertains to their specific situations.

Matthew grew up in Houston and received his Finance/International Business degree at Baylor University. He is a CFA® Charterholder which he completed in 2008.

Matthew and his wife, Jennifer, have three daughters. He is an avid golfer and a member of the Houston Golf Association which has been making a meaningful difference for Houston communities and their youth.