Matt Badger (Director of Private Wealth)

Matt Badger

Matt Badger

Director of Private Wealth
Cell
724-822-2928
Fax
412-446-1350
Territories
Pittsburgh
Business Expertise
  • Executive Compensation Planning
  • Advanced Estate Planning
  • Business Continuation Planning
  • Financial Product Analysis & Design
  • Retirement Planning

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.

Matt Badger

Director of Private Wealth
Pittsburgh Brokerage Services

Biography

Matt Badger is a Director of Private Wealth working in Pittsburgh Brokerage Services, Inc., a partner of Capitas Financial, Inc. He is committed to helping financial advisors achieve greater success by partnering with them to help their clients build, preserve and distribute wealth. Matt has 24 years of successful experience in the consultative sales environment of the insurance services field. During those 24 years, Matt worked with banks, wirehouses, and independent financial advisors. 

In 1996, Matt joined The Hartford, which is now Prudential. At The Hartford, Matt consistently achieved award-winning status. He was named to the President's Council and the Chairman's Council numerous times. Additionally, he was elected by senior management to the Field Advisors Board. In that role, he was a regular spokesperson in the field of insurance professionals. In 2009, Matt was inducted into The Hartford's elite Honors Club, for which fewer than 30 professionals have been selected. 

Matt resides with his family in Mars, Pennsylvania. He enjoys spending time with his family, using his creative energy on woodworking projects, and exerting physical energy in his pursuit of physical fitness. During the summer, you may find Matt actively chasing trophy fish on Lake Erie. 


Pittsburgh Brokerage Services

As a full service life insurance brokerage firm, Pittsburgh Brokerage assists insurance agents and financial advisors by offering products for Life, Long-Term Care, Disability, and Fixed Annuities.  Their services include advanced marketing, case design, point-of-sale assistance, licensing, and expertise in impaired risk underwriting.  

By providing objective planning alternatives and financially stable products, Pittsburgh Brokerage is able to present economical recommendations in an ever-changing insurance and financial marketplace, earning the respect of brokers, financial advisors, and their clients.


Internal Team
Greg Hall
Greg Hall
Internal/Case Designer
Tel
412-446-1312
Jeff Lanz
Jeff Lanz
Case Manager
Tel
412-446-1304
Mary Lucci
Mary Lucci
Case Manager
Tel
412-446-1303