Director of Retail & Retirement Plan Operations
Matt Tranquilli, CPA, CRPS, joined the Walt Lunsford Financial Advisory Group of Raymond James during 2015, and currently serves as an Executive Vice President and Director of Retail and Retirement Plan Operations for 9258 Wealth Management.
Matt brings broad experience in the financial services business to our company. He served 6 years with Fifth Third Bank in roles as a Financial Center Manager, Financial Advisor, and most recently in Brokerage Operations.
Matt is a product of Moeller and Badin High Schools, where he played baseball on the 1996 Badin State of Ohio Championship team. He earned his Bachelor’s Degree from Ohio Wesleyan University in Accounting, and currently holds his CPA license. In 2017 Matt earned the Chartered Retirement Plan Specialist (CRPS) designation.