Matt Grillo is a trailblazer when it comes to annuity and insurance strategies in the RIA marketplace. Prior to joining RetireOne as a Regional Vice President, Matt had the pleasure of designing distribution strategies for market leaders who provide annuities, long-term care, and life insurance to RIA firms, including firms such as Great-West Financial and Charles Schwab.
Matt is an accomplished sales leader and business development specialist with over 17 years of retirement planning and financial services experience. In utilizing his knowledge and expertise in wealth management planning, Matt is a trusted consultant to financial advisors, providing an independent and effective way to implement risk management strategies.
Originally from Pennsylvania, and a graduate of St. Bonaventure University, Matt resides in Denver, Colorado with his wife, Lauren. He enjoys the great outdoors of Colorado, especially skiing and snowboarding.
Matt’s Colorado insurance license number is 297206.
Check the background of Matt on FINRA’s BrokerCheck.