A financial services professional in Bonita Springs, Florida, Mark Matos most recently served as a senior wealth advisor with HBKS Wealth Advisors. In this capacity, he provided comprehensive financial planning services and investment management strategies to high-net-worth clients. During his tenure with HBKS Wealth Advisors, Mark Matos oversaw the closing of a $25 million insurance case. In recognition of his financial management expertise and community engagement efforts, he earned a Top 40 Under 40 designation from Gulfshore Business publication.
Previously, Mark Matos spent seven years as a managing director at Global Wealth Consultants, LLC. In addition to increasing his book of business by more than 200 percent, he conducted market research and published investment management and financial accounting pieces. A Florida Gulf Coast University graduate, he holds a bachelor of science in finance computer information systems from Florida Gulf Coast University.
The former president of the Rotary Club of Naples, he has volunteered with the Financial Planning Association of Southwest Florida and served on the board of directors for Planned Giving Council. Outside of work, he enjoys outdoor activities such as gardening, hiking, running, and swimming.
February 2016 - January 2022
March 2009 - February 2016
2023 - 2023
2023 - 2023
2023 - 2023
2018 - 2023
2017 - 2018
2016 - 2016
2015 - 2016
2014 - 2016
2015 - 2015
2013 - 2014
2003 - 2006
2003 - 2006
2000 - 2003
A financial services professional in Bonita Springs, Florida, Mark Matos most recently served as a senior wealth advisor with HBKS Wealth Advisors. In this capacity, he provided comprehensive financial planning services and investment management strategies to high-net-worth clients. During his tenure with HBKS Wealth Advisors, Mark Matos oversaw the closing of a $25 million insurance case. In recognition of his financial management expertise and community engagement efforts, he earned a Top 40 Under 40 designation from Gulfshore Business publication.
Previously, Mark Matos spent seven years as a managing director at Global Wealth Consultants, LLC. In addition to increasing his book of business by more than 200 percent, he conducted market research and published investment management and financial accounting pieces. A Florida Gulf Coast University graduate, he holds a bachelor of science in finance computer information systems from Florida Gulf Coast University.
The former president of the Rotary Club of Naples, he has volunteered with the Financial Planning Association of Southwest Florida and served on the board of directors for Planned Giving Council. Outside of work, he enjoys outdoor activities such as gardening, hiking, running, and swimming.
February 2016 - January 2022
March 2009 - February 2016
2023 - 2023
2023 - 2023
2023 - 2023
2018 - 2023
2017 - 2018
2016 - 2016
2015 - 2016
2014 - 2016
2015 - 2015
2013 - 2014
2003 - 2006
2003 - 2006
2000 - 2003