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Matthew Bees

Las Vegas, NV
Verified Identity

Financial Advisor at

Wells Fargo Advisors

Number of Clients

200

Average Client Size

$2,000,000

Member Since

2025

Allow Me to Introduce Myself

I’m a Senior Vice President – Investments and PIM® Portfolio Manager at Wells Fargo Advisors with over two decades of experience guiding clients through critical financial transitions. My focus is on helping high-achieving professionals and business owners prepare for retirement—not just financially...

One thing I want my clients to know about me is...

One thing I want my clients to know about me is that I come from a family that appreciates hard work- my mom was a postal worker and my dad was a business owner and Carpenter. I carry those blue collar values with me every day and I've committed my career to helping families and business owners make the most of what they've built

Clientele

Business Owners
Doctors
Healthcare Workers
High Net Worth Individuals
Ultra High Net Worth Individuals
Attorneys & Paralegals
Corporate Executives
Wealthy Families

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Fees Information

Education

Golden Gate University

Master of Science in Advanced Financial Planning

Obtained in 2020

Golden Gate University

Master of Science in Taxation

Obtained in 2018

Youngstown State University

Bachelor of Science in Business Administration

Obtained in 2001

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Member FINRA/SIPC

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: August 21, 2025