Matthew Storandt Fiduciary, Financial Advisor

Matthew brings more than 25 years in financial services to his work with clients at Trajan Wealth, along with a career built on oversight, accountability, and disciplined process. He served as Vice President and Supervision Manager at Bank of America and Merrill Lynch, leading regional business controls and risk management. Years spent on the compliance and supervision side of the industry gave him a clear view of what protects clients and what puts them at risk. He believes clients should understand what they own and why they own it, so he walks through the reasoning behind every recommendation rather than asking anyone to take it on faith.

Alongside his civilian career, Matthew has served in the Florida Army National Guard since 1991. He currently holds the rank of Sergeant Major, serving as a Senior Financial Management Advisor. That work has centered on public sector budgets, audit readiness, and financial reporting across state and federal agencies. He is a graduate of the U.S. Army Sergeants Major Academy and holds a Bachelor of Science in Business Administration from Columbia Southern University. He also earned a Level 3 Enterprise Financial Management Certification, a credential covering fiscal law, accounting, and professional ethics, and is trained in Six Sigma process improvement. Matthew has spent much of his career training and developing other financial leaders, and that habit carries into his client relationships, where education comes before any recommendation.