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Matthew R. Barrette, CEPA

Matthew R. Barrette, CEPA

Senior Financial Consultant

                           

Matt is Senior Financial Consultant and Co-Founder of Market Square Advisors, LLC., registered as an Investment Advisor Representative with Level Four Advisory Services, LLC and a Registered Representative with LPL Financial.  Market Square Advisors formed in 2013 when a group of eight independent financial professionals joined together to share their knowledge, experience and resources with the goal of better serving their client's financial needs.  Matt serves as the Chairman of the Market Square Advisors Investment Committee and also serves as the Branch Manager of the Roanoke Virginia Location.

He started his financial services career in 1997 with John Hancock Financial Services after earning a Bachelor of Business Administration from Roanoke College. Over his 18 years as an advisor he has earned his Securities Industry series 6, 63, 7, and 24 registrations (held with LPL Financial), series 65 registration (held with Level Four Advisory Services) and is a licensed Life and Health Insurance agent. Matt also holds a CEPA designation, short for Certified Exit Planning Advisor. The Certified Exit Planning Advisor program was specifically designed to support the needs of closely-held and family owned businesses, as well as business ownership succession.

Matt seeks to learn and understand the needs, goals and objectives of his clients in order to produce customized outcomes for them.

Matt, his wife Tiffaney and three children Christian, Isabella, and Madelyn reside in Roanoke, Virginia.  Matt is an active member of Vinton Baptist Church where he serves as Chairman of the Finance Committee and Chairman of the Budget Committee.  Matt is a member of the Board of Directors for the Western Virginia Foundation for the Arts and Sciences at Center in the Square.  Matt also serves as a head coach and assistant coach for several youth basketball, baseball and soccer teams.  Matt enjoys coaching, golfing, fishing and spending time outdoors with his family and friends.