The Keystone Private Wealth Group
Matt Ragan, QPFC
Financial Advisor
Email Address
matt.ragan@wellsfargoadvisors.comPhone Number
(615) 744-2758Toll Free
(800) 289-4009Find Me On
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
Certificates
QPFC
The Keystone Private Wealth Group
Whether preparing for a business sale, transition, recapitalization, or ownership transition, we help business owners navigate significant liquidity events with confidence. Our role extends beyond the transaction itself—we work closely with business owners and their families to help prepare for the financial, personal, and legacy decisions that accompany these milestones. By engaging early in the process, we can help identify planning opportunities and create a lasting positive impact for generations to come.
Our goal is to help control the controllable aspects of the clients’ financial affairs and serve as the first point of contact for most financial needs of the family. We want every client to feel confident & supported by our disciplined planning, proactive communication, and access to a team of specialists to guide them through every season of life.
We take the time to understand the full context of each client’s situation. Through founder-focused advice, an institutionalized process and early identification of planning gaps, we customize a plan of action designed to address each client’s goals and priorities for long-term success.
Your Wealth. Our Focus.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
