800-493-6226 [email protected]

Matt W. Waters

Financial Advisor
Denver, CO
303-771-2700

Actions express priorities. Since hearing this phrase for the first time about a decade ago, I have been working to evolve in my clarity of what that means while honing my skills, training and abilities to live and work accordingly. A great deal of personal introspection has gone into better understanding myself and my priorities. The conclusion: I feel a strong calling to dedicate my career to the service of others. My greatest professional intention is to connect with my clients in a meaningful and trustworthy way and to facilitate healthy guidance on behalf of their financial needs and goals.

Through my professional experience (via positions at a variety of organizations including Fortune 500 companies, family owned businesses, LLC’s and non-profits), I have found my strength in creating simple, relatable solutions to complex situations. My primary objective is to consult with individuals, families and businesses, and get to know their values and hopes. From there, I work to design and implement financial solutions for tax reduction, wealth accumulation, estate planning and qualified plans in ways that feel relevant and authentically impacting.

I recognize the term “financial advisor” may carry a variety of meanings for different people. My intent is not to pretend that I know everything. Rather, my priority is to stay curious, stay informed and make meaningful connections with my clients. I commit to staying true to my priority of service by surrounding myself with innovative, creative, knowledgeable and skilled team members so that I have resources in place for times when they are needed. This deep bench of capable colleagues is one of the reasons I chose to work for Prime Capital Investment Advisors.

I was born and raised in Lawrence, Kansas. My undergraduate degree was completed in 2003 at the University of Kansas. I hold my FINRA Series 7, 63 and 66 registrations as well as life and health licenses in several states.

Beyond the desk, my priorities revolve around health and wellness, fun, and my wife, Sara, and our four kids. We have an abundant, colorful and adventurous lifestyle of skiing, golfing, hiking and fly fishing in the great state of Colorado. I have so much to feel grateful for.

Matt Waters

Matt Waters

Full Bio

As a financial advisor at PCIA, Matt Waters is known for his meaningful and trustworthy connection with clients. He provides healthy guidance to design and implement financial solutions for tax reduction, wealth accumulation, estate planning and qualified plans. Matt graduated from the University of Kansas and holds the FINRA Series 7, 63 and 66 registrations.
Matt Waters

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