Matthew Krivonak is executive vice president and financial advisor at Key Wealth Managers. With approximately $400 million in assets under management, Key Wealth Managers partners with Woodbury Financial, part of The Advisor Group, the second-largest network of independent advisors in the country. As executive VP, Matthew is responsible for company strategy and processes, long-term planning, and workforce management, in addition to managing his own portfolio of clients. He has 15 years of experience as a financial professional and banking leader, and holds Series 7, Series 66, and state, life, and health insurance licenses.
While his professional expertise revolves around numbers and analysis, Matthews true passion is working with his clients and building a trusting relationship with them. His clients value the importance of his partnership, honesty, and transparency in helping them achieve their short and long-term financial goals.
“Good things happen when you sincerely care about your clients and what happens—people trust me. This is a lot of responsibility, and I take that very seriously,” he shares.
Matthew began his career in 2005 as a financial services manager for First Horizon National Corporation. In 2007, he moved to Capital One, where spent eleven years in bank leadership and as a financial advisor before transitioning to a senior partner at Key Wealth Managers in 2018. In his current role, he works primarily with clients in their retirement planning. He specializes in growing wealth—protecting and preserving retirement assets and maximizing retirement income—and in risk mitigation and protecting income streams to help bring people peace of mind and confidence for a comfortable future.
He works closely with his clients and forges long-lasting bonds with them in managing and adjusting their financial plans as their objectives and needs change. He concentrates primarily on the relationship, first and foremost, spending a great deal of time nurturing and understanding his client before getting into the financial aspect of the process. “It is crucial for me to form a personal relationship with my clients so that I understand their specific concerns and objectives. It is easy to construct the initial financial plan, but its success lies in the monitoring of the plan. I credit a majority of my success to my commitment to partner with my clients throughout their life to achieve their goals,” he explains.
This open communication ensures that his clients understand how their investments fit into their financial plan. “Many clients have common concerns, whether it’s retirement planning or transferring wealth. However, just as each person is unique, so are their specific goals and their individual ideas of these aspects as they relate to their lives and lifestyles,” he shares. As a testament to his expertise and his commitment to his clients, Matthew has garnered multiple awards and top recognition through affiliated institutions. He was born in Washington, D.C., and raised in Rockville, Maryland. He holds a B.S. in business administration with a concentration in marketing from Towson University.
Senior Partner & Executive Vice President Key Wealth Managers
9210 Corporate Blvd, Suite 210 Rockville, MD 20850
LinkedIn: Matthew Krivonak