Matthew J. Sotir

Matthew J. Sotir

Principal

Matthew Sotir has over twenty-six years experience in his Business & Estate Planning Strategies Professional Practice. He is a principal of Highland Financial Group and a Vice-President with AXA Advisors, LLC.

Matthew concentrates on family wealth planning and investment advisory services. Additional areas of Matthew’s business focus include, Business Succession Planning, Buy Sell Arrangements, and Executive Compensation

Matthew and the Highland team works with individuals, families, and businesses, helping them create strategies that allow them to reach their financial and life goals

Matthew earned a Bachelor of Arts in Economics & Government from Colby College. In addition to his professional achievements, he has been the lay leader of his church for 20 years and is active with several non-profit groups in the Greater Boston area.

Matthew lives in Waltham MA with his wife and daughter.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Highland Financial Group is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 781-890-2958
Fax 781-890-3041