Matthew Richard Stanley Wolff

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → 11/2024
  Raymond James Financial Services Inc.
  Indianapolis, IN
• 11/2024 → Present
  Raymond James Financial Services Inc.
  Indianapolis, IN
• 06/2018 → 04/2020
  United States Naval Academy
  Annapolis, MD
• 05/2020 → 08/2020
  Unemployed
  Fishers, IN
• 08/2020 → 05/2021
  University Of Kentucky
  Lexington, KY
• 08/2020 → 05/2021
  Bluegrass Hospitality Group
  Lexington, KY
• 08/2021 → 04/2024
  Huntington University
  Huntington, IN
• 05/2023 → 07/2023
  Marietta Cpas
  Indianapolis, IN
• 06/2018 → 04/2020
  United States Navy
  Annapolis, MD
• 05/2024 → Present
  Executive Financial Planning Group Inc.
  Indianapolis, IN
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Indianapolis, IN
• 11/2014 → 06/2018
  Fishers High School
  Fishers, IN

Other Businesses

(1)Name of Business: Executive Financial Planning Group Address: 3515 E 96th St, Indianapolis, IN, 46240-1426, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Executive Tax Prep Address: 3515 E 96th St, Indianapolis, IN, 46240-1426, United States Activity Type: Tax Preparation Position/Title: Associate/Employee Investment Related: No Start Date: 04/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Providing tax preparation for current clients and referral family members (3)Name of Business: Indiana Nitro, Inc Address: 651 E 191st St, Westfield, IN, 46074, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 01/12/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assistant Coach for a Travel Baseball Team

Exams

• S66 Uniform Combined State Law Examination
  2025-01-31

Other Names

• Matthew Richard Stanley Matthew