Experience in serving the financial needs of executives, business owners, and their families for over 20 years, John Matsek strives to develop long-term relationships with clients and provide viable solutions for comprehensive wealth management. Matsek seeks to fully understand his client's investment objectives and tolerance for risk and works closely with clients to develop a customized financial plan designed to meet long-term financial goals.
Prior to joining Southern Edge in 2025, Matsek served as a financial advisor for B. Riley Wealth Management for 11 years and held similar positions with Raymond James and Morgan Keegan.
John holds a B.A. in business administration and economics from the Rhodes College. John and his wife Lindsey live in Memphis with their son.