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Cynthia B
Series 63, Series 65
Tacoma, WA
&PARTNERS
Cynthia Briggs is a financial advisor at &PARTNERS with 34 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse clientele including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both advisory and brokerage services, employing a range of investment approaches that include proprietary and third-party strategies across fundamental, technical, and quantitative analysis.
Matthew F
Series 66
Tacoma, WA
&PARTNERS
Matthew Frank is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with &PARTNERS, having joined in 2025. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 16 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party investment strategies through the Envestnet platform.
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