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Michael M

Series 63, Series 65

Virginia Beach, VA

Concurrent Investment Advisors, LLC

Michael Matthews is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, Next Financial Group, and Dukes & Co Advisory. Matthews also serves as vice president of Retirement Systems Solutions, where he provides teaching and training on federal employee benefits to government agency employees. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and sub-advisers.

Wealth management Founder/Business Owner
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Gary F

Series 63, Series 65

Virginia Beach, VA

Concurrent Investment Advisors, LLC

Gary Fouts is an investment advisor representative with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 18 years of industry experience. His prior roles include Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, Inc., ARS Advisory, Inc., and Next Financial Group, Inc. He serves as president of the Harpeth Scholastic Clay Target Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios through ETFs, mutual funds, individual securities, and alternative investments, supported by a network of roughly 286 advisors.

Wealth management Founder/Business Owner
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