Matthew J. Sotir
Managing Partner
Matthew Sotir has over thirty years of experience in his Business & Estate Planning Strategies Practice. He is a Managing Partner & Co-Founder of Highland Financial Group.
Highland Financial Group's advisors have been advising and protecting families throughout New England for more than 50 years. Matthew manages family wealth planning and investment strategies for Highland Financial Group. As the Northeast Regional Vice President for Equitable Advisors, Matthew has recruited, trained and supervised dozens of advisors throughout New England.
Additional areas of Matthew's focus include, Business Succession Planning, Buy Sell Arrangements and Executive Compensation.
Matthew earned a Bachelor of Arts in Economics & Government from Colby College. In addition to his professional achievements, Matthew has been active in his church for more than 28 years, as well as numerous charitable and civic groups throughout New England.
Matthew lives in North Hampton, NH with his family.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.