Matthew T. Workman, CLU®

Matthew T. Workman, CLU®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 602.615.6995

Administrative Office:

1445 Ross Avenue, Suite 4600
Dallas, Texas 75202

Matt Workman, CLU® serves as Senior Vice President for Lion Street in Phoenix, Arizona. He delivers customized insurance solutions in the areas of life insurance, annuities, disability, and Long Term Care insurance to assist independent financial advisors and institutional advisors in growing their business of high net worth clientele.

Previous Experience

Matt has been in the financial services industry since 2001. Prior to joining Lion Street, he was a Sales Vice President for Highland Capital Brokerage in the Arizona Market. Before that, he was a financial representative with The Guardian Life Insurance Company of America where he focused on individual insurance sales, and specialized in disability insurance for medical and business professionals, as well as life insurance solutions for business and estate planning.

Education | Designations | Licenses

Matt holds a Bachelor of Arts degree from Arizona State University where he was a Communications major and Spanish minor. He holds the FINRA Series 6 and 63 licenses.

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