About Roy Matlock, Jr. & Associates

At Roy Matlock, Jr. & Associates, we’re more than financial advisors; we’re your partners in weaving the fabric of your financial future. Founded on the pillars of education, integrity, and forward-thinking, our mission is to guide individuals and families towards achieving their financial dreams with confidence and clarity. With decades of experience, Roy Matlock, Jr. & Associates has become synonymous with trusted financial education and personalized strategy development.

Our journey began with a simple yet powerful belief: everyone deserves access to financial knowledge that empowers them to make informed decisions and build a stable, prosperous future. This belief drives us to provide comprehensive financial planning services tailored to meet the unique needs of each client. From navigating life’s milestones to planning for a secure retirement, we’re here to support you every step of the way.

Our team, led by Roy Matlock, Jr, brings a wealth of knowledge and a personal touch to the complex world of finance. We understand that each client’s journey is unique, and we dedicate ourselves to creating strategies that reflect your goals, values, and aspirations.

Join us at Roy Matlock, Jr. & Associates, where your financial well-being is our top priority. Together, let’s build a legacy of success and security for you and your loved ones.

About Roy

Welcome to the world of Roy Matlock, Jr., a proud Nashville native with a passion for financial excellence and community impact. Roy’s journey has been marked by a commitment to education, family, and helping others achieve financial success.

Born and raised in Nashville, Roy Matlock, Jr. laid the foundation for his academic journey at Battle Ground Academy and continued his pursuit of knowledge at Austin Peay State University. Armed with a solid educational background, Roy embarked on a remarkable 40-year career in the financial services industry.
With a heart for families and a keen understanding of financial management, Roy founded Roy Matlock Jr & Associates. Over the years, his company has touched the lives of more than 75,000 families, providing expert guidance in mutual funds, term life insurance, and comprehensive money management strategies.

In addition to his achievements in the financial sector, Roy is the visionary founder of SalesTeamPro, a marketing CRM platform dedicated to empowering other financial advisors access to his years of knowledge and marketing experience.

Roy Matlock, Jr. is no stranger to the airwaves, having served as the former Co-host of the syndicated radio show, “The Money Game,” on 99.7 FM alongside the renowned Dave Ramsey. His expertise and insights have resonated with audiences, further solidifying his reputation as a trusted voice in financial matters on his current radio show “The Roy Matlock, Jr. Money & Business Hour.”

Beyond his professional pursuits, Roy treasures his role as a family man with four children. In his spare time, he trades financial portfolios for golf clubs, showcasing his passion for the sport on the green.
Join Roy Matlock, Jr. on a journey of financial empowerment, education, and community impact – a testament to his unwavering commitment to making a positive difference in the lives of individuals and businesses alike.

Our Team

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Roy Matlock, Jr.
Roy Matlock, Jr.
IAR, Life, Health, Mortgage, B/D
Brentwood, TN
Kristin Sanderson
Kristin Sanderson
IAR, Life
Nashville, TN
Dan Sanderson
Dan Sanderson
Broker Dealer, Life
Nashville, TN
Jake Robinson
Jake Robinson
Life
Rockvale, Tennessee
Anny Riveron
Anny Riveron
Broker Dealer, Life
Murrieta, CA
Dave Wilhite
Dave Wilhite
Broker Dealer, Life
Brentwood, TN
Jason Ogles
Jason Ogles
Broker Dealer, IAR, Life, Health, Variable Contracts License
Beechgrove, TN
Carolina Herrera
Carolina Herrera
Life
Temecula, CA
Adam Smith
Adam Smith
Life, Broker Dealer, IAR
Bell Buckle, Tennessee
Joseph Osborne
Joseph Osborne
IAR, Broker Dealer, Life
Murfreesboro, TN
Joy Davis
Life Licensed
Martinez, California
Lucas Leigh
Lucas Leigh
Chief Technology Officer
Oxford, MS
Ali Ghasemirad
Ali Ghasemirad
Digital Marketing Strategist
Madrid, Spain