Matt Wilson

Special guest

I am a 2003 Graduate of Georgia Southern University in Business Administration. After graduation, I entered outside sales and started a mortgage company in Atlanta. In 2006, I was recruited into the financial services industry and moved to Birmingham where I was mentored by my father-in-law for 8 years. Ultimately, I started my own firm, Perpetual Lifestyle Planning, and that brings us up to now.

For me, this work is about so much more than the numbers on a page. As people come to me with financial issues, I believe I’m in a position to help people in all aspects of their lives. But I also feel it’s important to make a positive impact beyond that. I want my clients to feel confident, secure, and excited for what’s next.

I hold a Series 7, 66, and many state life and health licenses, and have a certificate in Financial Planning from Kaplan University.In 2017, I created an inspirational podcast called Living Life on Purpose where I sit down with successful people who also live a life of purpose. The goal of the show is for you to learn obstacles these individuals have faced and see how they have overcome them with faith playing a role.

My wife and I have been blessed with two daughters. I stay active in the community and serve on the Board of NAIFA Alabama as Political Involvement Chair and Past President. I was the Outreach Coordinator for Church of the Highland’s Grandview Campus in 2017, Financial Hub Leader from 2016-2017, and served as a greeter, small group leader, and on the Legacy Team. I currently serve on the Prayer Team and Board of The Gathering Place Church. I also serve on the board for Farm for Hope, The Just People Project, Ady’s Army. I have served on the National MS Society’s Advisory Council and was a part of the Leadership Class of 2012.

Additionally, I travel to Washington annually to meet with members of Congress on behalf of my industry and clients with NAIFA. I have received many awards in the Financial Services Industry including being named one of NAIFA Birmingham’s Top Advisors under 40 in 2014, 2015, 2016, and 2017. I have been named a NAIFA Alabama Top Advisor in 2018, 2019, 2020, and 2021. I have a passion for mentoring and am working with many young people to help them grow in life and business. I enjoy spending time with my family, exercising, outdoor activities, golf, the beach, lake, college football, and serving others.

Matt Wilson has been a guest on 1 episode.