Matt Heath, CFP®

Matt Heath, CFP® Vice President & Commercial Financial Consultant

Matt Heath, CFP®

Vice President & Commercial Financial Consultant
 
Location: Peabody, MA
Phone: 978.626.4028
Email: Matt
Connect on: LinkedIn

Matt Heath is a Vice President and Financial Consultant, joining Rockland Trust in 2025. Matt is responsible for evaluating client needs and goals to develop customized, long-term solutions to help build and protect their wealth.

Matt has over 10 years of experience in the financial services industry, most recently as a Wealth Advisor at Cerity Partners in Boston, MA. He served a diverse group of clients as a financial planner, offering guidance on investment management, tax, trust and estate, insurance, and cash flow planning. Matt received his BA from Connecticut College and has earned the following designations: CFP®, Series 65, 7, and 63 licenses.

Previously, Matt served on the boards of Acord Food Pantry, Agawam Youth Hockey, and HW-Little League. He continues to be an active participant with the Northeast Arc. Matt resides in Hamilton, MA, with his wife and two children. He enjoys spending time with his family, coaching, and playing sports.