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Matthew Curtis Heffington

Kimery Wealth Management, LLC

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About Matthew Curtis Heffington

Matthew Heffington is an investment advisor representative registered with Kimery Wealth Management, LLC, a registered investment advisory firm based in Memphis, TN. Matthew has been in the industry since 2014 and has experience working with both individuals and corporations. Matthew has a Series 7 and Series 66 license and focuses on providing financial planning and portfolio management services to clients. Matthew’s previous employers include Private Client Services, LLC and Morgan Stanley.

Firm Information

Matthew Heffington is currently registered with Kimery Wealth Management, LLC. Kimery Wealth Management, LLC is an investment advisor based in Memphis, TN. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. They manage $329 million in assets for 1,468 accounts, including 81 high-net-worth individuals and 279 individuals other than high-net-worth. The firm also manages assets for 7 corporations or other businesses. Kimery Wealth Management participates in wrap fee programs.
Kimery Wealth Management, LLC

6410 POPLAR AVENUE

MEMPHIS, TN 38119

$329.00M

Assets Under Management

2

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Heffington’s Registration & Firm History

TN

06/19/2017 - Present

Kimery Wealth Management, LLC (MEMPHIS TN)

TN

06/16/2017 - 08/17/2018

PRIVATE CLIENT SERVICES, LLC (Memphis TN)

TN

05/03/2014 - 06/19/2017

MORGAN STANLEY (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 05/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Curtis Heffington.
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