Matthew D. Vaughan, AWMA®

Affiliated with Capital Investment Advisory Services, LLC. Securities offered through Capital Investment Brokerage, Inc. Member FINRA/SIPC

Matthew Vaughan was born and raised on a family farm in Eastern North Carolina.  After attending college at UNC-Chapel Hill, receiving a BA in History and following completion of the Carolina Business Institute at Kenan-Flagler Business School, Mr. Vaughan started in the financial business at First Citizens Bank based in Raleigh, NC.  He began his career at Capital Investment Companies on the trading floor and back-office operations. He then moved to the Estate Planning division of Capital Investment Insurance working with other advisors and their clients on investment planning concerns.  He furthered his knowledge with five years working as an Advisor with an independent advisory firm away from Capital Investment Companies.  During that time, he successfully completed the Accredited Wealth Management Advisor program through Kaplan Financial, The Accredited Wealth Management Advisor^SM, or AWMA^® program, is a designation program for financial professionals. The program is designed for advisors who want to better address the unique needs of high net worth clients. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning.  His experience with the operational and insurance departments honed his customer service skills to make him the client focused advisor he is today. Matt, with over 18 years of industry experience, services clients, their families and businesses.

Home office phone:

919-831-2370

Home office address:

100 E. Six Forks Rd.

Raleigh, NC 27609