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Matt Ragan, QPFC

Financial Advisor

Phone Number

(615) 744-2758

Toll Free

(800) 289-4009

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Matt Ragan is a Senior Financial Advisor at The Keystone Private Wealth Group of Wells Fargo Advisors in Nashville, TN. He plays a key role in delivering comprehensive wealth management and retirement strategies for affluent families and business owners.

Matt specializes in designing and implementing customized retirement plan solutions and provides ongoing consulting to plan sponsors ranging from start-up companies to established multi‑million‑dollar organizations. Matt is deeply committed to serving as an advocate and investment fiduciary for plan sponsors and their employee participants, helping ensure plans are both strategically designed and responsibly managed.

After serving as Assistant to the Governor in Phil Bredesen’s administration, Matt transitioned from public service to the financial services industry in 2011, where he joined Merrill Lynch as a financial advisor. He and his team shifted to Wells Fargo Advisors in early 2021 forming The Keystone Private Wealth Group. He holds the Qualified Plan Financial Consultant (QPFC) designation.

A graduate of the University of Tennessee at Martin, Matt is active in his community and serves as a deacon at The Church at Avenue South. He and his wife, Allison, live in Franklin, Tennessee, with their sons, Hays, Sam, and Foster.

CA Insurance License Number 4340207. Resident State: TN

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Certificates

QPFC

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.

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Ready to Connect? We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.