Matthew Washington

Client Service Associate

  • Education

    B.A. Economics, Hampton University

  • Joined Us In

    2019

  • Prior Experience

    Broker & Associate Financial Consultant, Charles Schwab

    Finance Copywriter, MBC Strategic

    Business English Teacher, AEON Corporation (Japan)

    Fintech Copywriter, William Mills Agency

  • Born & Raised

    Los Angeles, CA

  • Family

    Youngest of 8 siblings

  • Favorite...

    Movies: Interstellar, Bladerunner 2049

    TV Show: House of Cards

    Book: The Prince

He was an actor in a short film in Hollywood. He has led an entire student union. He was a ghostwriter for a multi-billion-dollar asset manager whose work was featured on Forbes.

Matthew is a renaissance individual. The youngest of 8 siblings in a blended family, Matthew earned his bachelor’s in economics from Hampton University (VA) in 2010. Always an active member of his community, he initially played on their golf team, but soon caught the student government bug.

He was immediately hooked. He was active in student government all four years in several capacities, rising to the ranks of Vice President and then elected President in my Senior year.

You wouldn’t know it, but Matthew was shy going into college and was worried about his limited leadership experience starting out in student government.

Matthew Washington, Matthew Washington

“Student government was a crash course that helped me grow and come out of my shell. It helped me learn my own leadership style, and how to effectively use team work to serve my colleagues. Satisfying different parties—students, and administrators particularly—was a balancing act that required both flexibility and authenticity.”

After college, Matthew worked at Broker & Associate Financial Consultant, Charles Schwab, served as a finance copywriter at MBC Strategic and a fintech copywriter at William Mills Agency.

“I love learning about markets and investing, and I do my best work when I can work collaboratively with teammates and apply my financial knowledge.”

Matthew Washington, Matthew Washington

In yet another interesting twist, Matthew lived and worked in Osaka, Japan as a business English teacher from 2016-2017.

Yet, Matthew feels he’s found his home here at JOYN.

“I excel by seeing our work through the client’s eyes, listen well, and use clear communication when providing solutions. Clients come first, always.”

“What drew me to the company was its focus on the client’s life priorities, and dedication to a client’s personal and financial wellbeing,” continues Matthew.

“JOYN’s focus on a client’s whole life and how each part affects their finances was compelling. And JOYN walks the walk. They have Behavioral Wealth Specialists that work hand-in-hand with financial advisors to deliver deeper value to clients, I don’t know of any other firms that can do this.”

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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