Broker Check
Matt  Heath

Matt Heath

Wealth Advisor

Matt is responsible for providing customized financial planning strategies for Cabot clients. As a wealth advisor, Matt has experience in the financial services industry and with building strong client relationships. He is also versed in following capital market trends, analysis and portfolio construction methodology. Prior to Cabot, Matt started his career at Brookwood Financial Partners, where he earned his Series 7 and 63 designations. He has previously held roles with Plymouth REIT and John Hancock Funds in Boston. In these roles, he serviced Registered Investment Advisors, Trust departments and high-net-worth individuals through the United States. Matt has also worked for RSA, the cybersecurity division of EMC. Matt has earned his Series 65 and is currently pursuing his CFP®. He is a graduate of Connecticut College and resides with his family in Hamilton.