Matthew Sursely

Investment Advisor Representative
Walla Walla
Matthew joined the D.S. Baker Investment team in 2019. He comes to Baker Boyer with over 15 years of experience in the financial services industry. Matthew strives to provide the highest level of service to his customers and enjoys getting to know each client. He is passionate about uncovering each client’s unique goals and opportunities and delivering investment solutions toward a successful financial journey. He also partners with other D.S. Baker Advisors to help contribute towards your overall life journey.
Matthew earned a Bachelor of Arts in Business Administration from Western Washington University. He holds the FINRA Series 66 and Series 7, as well as an insurance license for Life and Disability.
Matthew enjoys playing golf, cycling and barbecuing with friends and family. With the experience he has gained in the financial industry, he looks forward to working with clients to build a legacy for generations to come.
To contact Matt, email surselym@bakerboyer.com or call (509) 526-1346.
Check the background of this investment professional on FINRA’s BrokerCheck. http://brokercheck.finra.org