Wealth Management

 

Wealth Management


Matt Stroud

Wellington State Bank is proud to announce the Wealth Management program of Wellington State Wealth Management, located at our Lubbock branch*. Through LPL Financial, this program expands the range and depth of services Wellington State Wealth Management provides to deliver personalized, objective financial guidance to its clients. Matt Stroud, serving as the Wealth and Program Manager, is ready to assist you with all your financial needs.

Matt is proud to be an Alumni of Texas Tech University with a degree in Personal Financial Planning, as well as an Alumni of Wayland Baptist University with an MBA in Business. In addition to his education, Matt has over 10 years of experience in the Financial Planning industry.

Matt’s experience and friendly attitude is part of our commitment to offering personal service and trusted guidance that aligns with Wellington State Bank’s values and vision to put our clients’ best interests first.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Wellington State Bank and Wellington State Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, NM, CA, FL, IL

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

*We serve all branches associated with Wellington State Bank.