Matthew Sweat in

Matthew Sweat

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Registered Representative & Investment Advisor Representative-Owner-Deep South Financial at The Leaders Group, Inc.
📍 Dublin, Georgia, United States

Matthew Sweat is a financial advisor and owner of Deep South Financial, specializing in wealth transfer strategies for families and businesses. He focuses on creating paths for multi-generational sustainability. Matthew holds a BBA from the University of Georgias Terry College of Business and an MBA from Georgia Southern University.

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Experience
13 Years
Current Role
Registered Representative & Investment Advisor Representative-Owner-Deep South Financial
Job Level
Junior
Location
Dublin, Georgia, United States
Personality Overview

How Matthew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares about

Wealth Transfer
Specializes in wealth transfer strategies for families, family offices, and small businesses to ensure multi-generational sustainability.
Legacy Concepts
Helps clients chart a path for the future by focusing on legacy concepts and ensuring their financial plans endure for generations.
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Career

Work history

1-2021
Registered Representative & Investment Advisor Representative-Owner-Deep South Financial
The Leaders Group, Inc.
6-2019 - 1-2021
Registered Investment Advisor
Southern Oak Advisory
10-2013 - 5-2019
Registered Investment Advisor
M Financial Group
5-2012 - 5-2019
Financial Planner
GFG Strategic Advisors
Loan Officer
First Laurens Bank
In the press

Media appearances

Matthew R. Sweat – TLG Advisors (PDF). Featured in TLG Advisors (The Leaders Group, Inc.)
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Matthew R Sweat - Broker at THE LEADERS GROUP, INC.. Featured in FINRA BrokerCheck
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Education
1996 - 1999
Bachelor of Business Administration (BBA)
University of Georgia - Terry College of Business
2006 - 2007
Master of Business Administration (MBA)
Georgia Southern University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Other The Leaders Group, Inc. Employees

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Brandon Scott Smith, MBA, CLU®, ChFC®, TPCP®, LUTCF®
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Registered Representative
The Leaders Group, Inc.

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