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This profile was last updated on 10/10/14  and contains information from public web pages and contributions from the ZoomInfo community.

Partner

Synergy 360 LLC
101 West Ohio Street Suite 2000
Indianapolis , Indiana 46204
United States

Company Description: Synergy 360 is an independent investment management and consulting firm located in Downtown Indianapolis, Indiana. Synergy 360 LLC is a certified Minority Business...   more
Background

Employment History

Web References
Matt Byers | Synergy 360
www.synergy-360.com, 10 Oct 2014 [cached]
Matt Byers
...
Matt Byers
Matt Byers is a partner of Synergy 360. Prior to becoming a partner, he spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country. Matt decided he was going to take the best practices employed by the large institutions and brings that experience to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.
Prior to becoming a financial advisor, Matt served as a Regional Sales Manager for ADP's Small Business Services Division. This role gave Matt a deep understanding of the many demands of a small business owner and their HR department. Matt also gained a good understanding of 401(k) plan administration at ADP, whose Retirement Services Division maintains more than 30,000 retirement plans with more than $30 billion in assets
About Us | Synergy 360
www.synergy-360.com, 10 Oct 2014 [cached]
Matt Byers
...
Matt Byers | Partner-Public/Private Plans
Matt Byers, AIF, ...
www.adamswealth.com, 14 Nov 2014 [cached]
Matt Byers, AIF, CRPS
...
Matt Byers, AIF, CRPS
LPL Registered Representative
(937) 433-6500
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market.
Our Team
www.adamswealth.com, 4 May 2014 [cached]
Matt Byers, AIF, CRPS | Registered Representative
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country.
Matt decided he was going to take the best practices employed by the large institutions and bring that expertise to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.
Matt Byers, AIF, ...
www.adamswealth.com [cached]
Matt Byers, AIF, CRPS
...
Matt Byers, AIF, CRPS
LPL Registered Representative
(937) 433-6500
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country.
Matt decided he was going to take the best practices employed by the large institutions and bring that expertise to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.
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