Matt Byers is a Senior Vice President of Synergy 360. Prior to becoming an SVP, he spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country. Matt decided he was going to take the best practices employed by the large institutions and brings that experience to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.

Prior to becoming a financial advisor, Matt served as a Regional Sales Manager for ADP’s Small Business Services Division. This role gave Matt a deep understanding of the many demands of a small business owner and their HR department. Matt also gained a good understanding of 401(k) plan administration at ADP, whose Retirement Services Division maintains more than 30,000 retirement plans with more than $30 billion in assets

 

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