Broker Check
Matthew Cassity

Matthew Cassity

Financial Professional

Mobile(727) 455-3078

Website: www.mcassity.com

Matthew and his team are a part of the Retirement Benefits Group (RBG) a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years. Matthew is also a member of the Elite Producer Group, which includes the most recognized and respected financial professionals affiliated with Equitable Advisors. EPG members comprise only 10% of all Equitable Advisors nationally. Matthew also works with individuals by reviewing financial products to help maximize their current and future financial standings.

Education and Related Experience:

  • Florida State University Graduate
  • Double Major in Finance and Accounting

Accreditations and Professional Titles:

  • Retirement Benefits Specialist – Tax Sheltered Plan Professional
  • Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals®
  • Recipient for the Equitable Advisors Centurion Award
  • Financial Industry Regulatory Authority (FINRA) Series 7
  • Life, Health, and Variable Annuity Insurance License: State of Florida

Volunteer Work

  • Feeding Tampa Bay
  • Volunteer at the local YMCA
  • “OnBikes” – Assemble bikes for kids in need

Outside Activities

  • Enjoying the beach
  • Boating
  • Playing sports – Golf, Basketball, Pickleball
  • Spending time with Family and Friends