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Matthew B

Series 63, Series 65

Naples, FL

Janney Montgomery Scott

Matthew Buikema is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. His work history includes 17 years at Raymond James & Associates and multiple tenures with Janney Montgomery Scott beginning in 2018. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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