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2625 North Josey Lane
Suite 101
Carrollton, TX 75007

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Matthews Financial Services


Gregory Matthews, CFP®National Social Security Advisor Certificate Holder

Gregory Matthews, CFP®
National Social Security Advisor Certificate Holder


Gregory Matthews is President of Matthews Financial Services, a Registered Representative with World Equity Group and an Investment Advisor Representative with Triumph Wealth Advisors.  Since 1995, he has specialized in designing customized wealth management solutions for professionals to help meet their goals and simplify their lives.

Located in the Dallas/Fort Worth area, Greg focuses on issues related to the accumulation and subsequent distribution of assets.  With an eye towards managing risk, he combines strategic investment decisions with comprehensive financial planning to help maintain the integrity of his clients’ portfolios and building plans to achieve financial goals.

Greg received his CERTIFIED FINANCIAL PLANNER™ designation in 1999.  He also holds the NSSA® certification, which is the industry standard for education, filing, and maximization strategies of Social Security benefits.

Greg received his BBA in Finance from the University of North Texas in Denton where he was a four-year starter on the North Texas football team and currently serves on the board of the North Texas Lettermen’s Association.  Greg is also the former President of the North Texas Alumni Association.  In 2007, Greg was honored as a “Distinguished Alum” by the North Texas Athletic Department.  In 2018, Greg was awarded the “Distinguished Alumni Service Award” by the Alumni Association.

In 2000, Greg married his beautiful wife, Julie and they have three wonderful boys together.  The oldest two boys are identical twins, Braeton and Camden and the youngest is Pierce.  When not working, Greg enjoys spending his free time watching his sons’ baseball teams and cheering on his alma Matar - The Mean Green Eagles!