Matthew R. Clegg, CFP®
Partner
Matthew R. Clegg joined Wilson Investment Group in 2001 to provide customized strategies to his clients. His ability to make the most complex of financial issues simple to understand serves as a key component of his practice. Matt developed and continues to refine his 25,000 FOOT OVERVIEWSM system that the firm has been using for over twenty years.
Matt, a former senior tax consultant with a Big Four accounting firm, earned the CERTIFIED FINANCIAL PLANNER™ professional designation from the Certified Financial Planner Board of Standards in May of 2003. He is a Registered Principal and investment advisor representative.
Matt, a native of Heflin, Alabama, graduated with honors from Auburn University with a B.S. degree in Business Administration (Accounting) and from the University of Alabama with a Master’s degree in Tax. Matt served as President for the Auburn City Schools Board of Education, is an active member of the Auburn Kiwanis Club, and currently serves on the Industrial Development Board for the City of Auburn. Matt is a graduate of both Leadership Lee County (2004) and Leadership Alabama (2019) where he serves on the Board of Directors. Matt is also on the Advisor Council for RBC Rochdale, one of Wilson Investment Group’s largest strategic partners.
Matt and his wife Jennifer reside in Auburn and have two adult children.