LifeTime’s Wilmington office welcomed a new team member – Matthew Kelleher!
Some of you may already know that name. Matt joined LifeTime’s Raleigh office in September 2025, and recently relocated to Wilmington as a Wealth Management Analyst. In this role, Matt works closely with clients and the advisory team to help implement financial plans, support investment, tax, estate, and wealth management strategies, and ensure a high level of ongoing client service.
Matt obtained his bachelor’s degree from Bates College and holds his FINRA Series 7, 6, and 66 securities registrations. He is a Chartered Financial Analyst® (CFA®) charterholder, Certified Financial Planner® (CFP®), and a Certified Private Wealth Advisor® professional (CPWA®). Prior to joining LifeTime, Matt spent six years with MFS Investment Management in Boston, where he served as an internal wholesaler and was a member of the firm’s in-house Social Security consulting team.
Outside of work, Matt enjoys cooking, reading, yoga, golf, and spending time with his wife and their two cats.
We are pleased to have Matt as part of the Wilmington team and look forward to the experience and support he will bring to our clients.