Please join us as we install NAIFA Massachusetts 82nd President,
Robert A. Matson, CLU® ChFC, AEP, LIA
Robert A. Matson has worked within the financial services field since 1981. After a brief tenure with John Hancock, he became an Associate of Baystate Financial Services of Boston, MA in 1983. As an individual producer and brokerage manager, Bob worked with Baystate until starting his own financial services practice in Wellesley in 1988. Since 1996, he has served individual and business clients in the areas of retirement, estate and insurance planning from his office in Millis, MA. Robert A. Matson, CLU, ChFC is an independent financial services firm affiliated with LPL Financial LLC. Bob enjoys the immense satisfaction of assisting in the realization of client’s financial goals and objectives.
Bob received a B.A. degree from Muhlenberg College in Allentown, Pennsylvania. He has earned Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr, Pennsylvania. Bob is President-Elect for the Massachusetts Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and Immediate Past National Committee Chairperson. He is a Past President of the Boston Estate Planning Council and Past President and member of the Society of Financial Services Professionals. He is a Registered Investment Advisor, Registered Securities Principal and Licensed Insurance Adviser in Massachusetts. In 2010, he was recognized by the National Association of Estate Planners & Councils with the designation of Accredited Estate Planner. For the past four consecutive years, Bob has been featured in Boston Magazine as a FIVE STAR Wealth Manager award winner.
Bob serves on the advisory board of The Millis Fund in Millis, MA and is a member of the board of advisors for the Franklin Performing Arts Company. A former member of the FinCom in the Town of Millis, Bob is married with four adult children and is joyfully anticipating the birth of his second grandchild in June 2013. He resides in Millis where he enjoys family activities, antiques, theater and road cycling.