HBKS Leadership
HBKS Advisors

Mark Matos serves as a Senior Financial Advisor in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He provides clients with comprehensive financial planning services and investment management strategies to affluent individuals and families. Along with having his own financial advisory clients, Mr. Matos works with Christopher Sorce in the Naples office.

Mr. Matos began his financial services career in 2006 as a portfolio manager with a large regional bank. In 2009, he began working at Global Wealth Consultants as Managing Director and Chief Investment Officer and in 2016 Mr. Matos joined HBKS® after Global Wealth Consultants merged with the firm.

Mr. Matos earned his Bachelor of Arts in Finance and Computer Information Systems from the Florida Gulf Coast University. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Life Underwriter®. Mr. Matos received the FIVE STAR Award as a Wealth Manager in the Naples area in 2014, 2015, and 20161.

Mr. Matos is an active volunteer in Southwest Florida giving his time to the Rotary Club of Naples, the Naples Cat Alliance, Learn2Earn, Tumaini Fund USA, and Meals of Hope as well as speaking to teens about personal finance at Youth Haven in Naples, FL. He is a member of the Estate Planning Council of Naples, the Greater Naples Area Planned Giving Council, the Financial Planning Association of Southwest Florida, the FGCU Lutgert College of Business Department of Economics and Finance Executive Advisory Council, the Association of Fundraising Professionals Everglades Chapter, the Florida Gulf Coast University Alumni Association and the Florida Southwestern Alumni Association.

Mr. Matos and his wife, Annika, live in Bonita Springs, Florida.

 

1 - Award candidates are identified through peer nomination, firm nomination or by a pre-screening process. Candidates are evaluated against 10 objective criteria, including education and professional designations, and a thorough regulatory and complaint review. The list of Five Star Wealth Managers is a select group, representing less than four percent of the wealth managers in the Southwest Florida area.

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