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Vice President & Portfolio Manager, Matthew Suarez.

Springfield Office Information

3333 S. National, Third Floor
Springfield, MO 65807

Phone: (417) 883-3838

Hours: 8:00 a.m. to 5:00 p.m.

Matthew Suarez, AIF®, CPFA®

Vice President & Portfolio Manager

Direct Phone

417-569-1622

Email Address

matthew.suarez@centraltrust.net

Matthew joined Central Trust Company in 2014. He is dedicated to helping clients build a portfolio that meets their needs while minimizing their risk.

Matthew enjoys researching the markets and serving his clients as a trusted advisor for investments. His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual goals. Matthew also serves as the Portfolio Manager for Central Trust Company’s Retirement Services Team.

Education & Certifications

  • Bachelor of Arts, Missouri State University
  • Associate of Business Administration, Drury University
  • Accredited Investment Fiduciary® (AIF®)
  • Certified Plan Fiduciary Advisor® (CPFA®)

Interests & Activities

Matthew is active in the community, participating in several civic groups. He is the past President for the Rotary Club of Springfield and Vice President of the Alpha House Board of Directors. Matthew is also a graduate of Leadership Springfield – Class 37. As a result of his professional achievements and civic involvement, he was named a “Man of the Year,” a “Trusted Advisor” in Wealth Management, and a 40 Under 40 Recipient from the Springfield Business Journal, as well as a “Frannie” award recipient from the Springfield Little Theatre.

In his free time, Matthew enjoys spending time with his family, spending time on Table Rock Lake, and travelling to warmer waters where he practices his skills as a Master SCUBA Diver.

Our Springfield Team

Andrea McKinney

Andrea McKinney, MBA, CFP®

Senior Vice President & Wealth Management Advisor
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Vice President & Portfolio Manager, Chip Snyder.

George “Chip” Snyder, CRPC®

Vice President & Portfolio Manager
Tax Officer, Jacob Laswell.
Jamie-Hickerson

Jamie Hickerson

Trust Officer & Relationship Manager
Assistant Vice President & Relationship Manager, Jarod Robillard.

Jarod Robillard, CFP®

Assistant Vice President & Relationship Manager
Jason-Smith

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager
Jeni-Wirth

Jeni Wirth, AWMA®

Trust Officer
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager
Jordan-Ellis

Jordan Ellis, CPFA®

Vice President & Retirement Services Business Development Officer
Senior Vice President & Senior Portfolio Manager, Justin Setser.

Justin Setser, CTFA, CFP®, MBA

Senior Vice President & Senior Portfolio Manager
Kaylan-Harmon

Kaylan Harmon

Trust Officer & Relationship Manager
Jason-Flores

Jason Flores, CFA, CAIA

Executive Vice President & Chief Investment Officer
Linda-Bowers

Linda Bowers, J.D., CFP®, AEP®, CEPA®

Vice President & Senior Relationship Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager
Vice President & Portfolio Manager, Matthew Suarez.

Matthew Suarez, AIF®, CPFA®

Vice President & Portfolio Manager
Patty Johns

Patty Johns, CTFA

Senior Vice President & Senior Relationship Manager
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager
Renee Gross

Renee Gross, CSRIC®

Senior Vice President & Senior Portfolio Manager
Vice President & Relationship Manager, Robert McCracken.

Robert McCracken, CFP®

Vice President & Relationship Manager
Executive Vice President & Chief Administration Officer, Todd Hughes.

Todd Hughes, J.D.

Executive Vice President & Chief Administration Officer