Meet the Team Behind the Mission
Education, integrity, strategy, and a commitment to helping families make confident financial decisions.
Roy Matlock, Jr. & Associates is built around a simple belief: people deserve clear financial education, trusted guidance, and a team that cares about helping them move forward with confidence.
What Guides Our Work
- Financial education
- Personalized strategy
- Client-first conversations
- Retirement and income planning
- Insurance and protection reviews
- Long-term relationships
More than financial advisors — partners in your financial future.
At Roy Matlock, Jr. & Associates, we help individuals, families, and business owners think through important financial decisions with clarity. Founded on education, integrity, and forward-thinking guidance, our mission is to help people pursue their financial goals with confidence.
From navigating life’s milestones to preparing for retirement, reviewing insurance, and developing long-term strategies, our team is here to support clients through every stage of the journey.
Built on practical guidance and real conversations.
We believe informed clients make stronger decisions.
Every client’s goals, risks, and family situation are different.
Financial planning is not a one-time event. It is an ongoing process.
Roy Matlock, Jr.
Roy Matlock, Jr. is a Nashville native with a passion for financial education, family, entrepreneurship, and helping others build a stronger financial future.
After attending Battle Ground Academy and Austin Peay State University, Roy built a decades-long career in financial services. Through Roy Matlock, Jr. & Associates, his work has reached thousands of families seeking guidance in areas such as mutual funds, term life insurance, retirement strategy, and money management.
Roy is also the founder of SalesTeamPro, a marketing CRM platform designed to help financial professionals grow and better serve their clients. His work in media began with the syndicated radio show The Money Game, and today he continues to share practical insights as host of The Roy Matlock, Jr. Money & Business Hour.
Educate
We help clients understand the choices in front of them before making major financial decisions.
Protect
We review risks, income needs, insurance gaps, and strategies that may help protect families and businesses.
Plan
We help clients build strategies around retirement, cash flow, legacy, business goals, and long-term confidence.
Our Founders and Executive Team
Meet the people helping carry forward the mission of Roy Matlock, Jr. & Associates.
Let’s start the conversation.
Whether you are looking for retirement guidance, insurance reviews, business services, or general financial strategy, our team can help point you in the right direction.
Roy Matlock, Jr. & Associates provides educational resources, financial guidance, insurance-related services, and access to affiliated advisory or financial professionals. Services and availability may vary by representative, licensing, appointment, state, and individual circumstances.
