Healthy Living Tips

from the Villa Assisted Living Care Team

Profile on Financial Advisor Matt Apple

Families often contact Villa Assisted Living looking for senior living options, but then pose questions to Operations Manager Mary Martinez (Villa South) and Patricia Torres (Villa Northwest) beyond assisted living and memory care. Such questions might include How do I establish Power of Attorney, How to Sell My Home, How to access Medicaid for Assisted Living. For this reason, Villa has developed its Senior Resource Guide to be a community resource for families on a variety of senior-related questions.

Villa’s Resource Partner profile is on Matt (361-249-9360 or Matthew.Apple@RaymondJames.com). Matthew Apple is a Financial Advisor and the Branch Manager of Laguna Wealth Services, a Raymond James Financial Services Advisors, Inc. office located at 2051 Rodd Field Road, Suite 200 in Corpus Christi, Texas. Matthew specializes in helping families and individuals pursue and enjoy a future of financial independence. As life changes, he is available to help you plan ahead.

Financial Areas of Expertise

Matthew offers longevity planning with a focus on finances, health, and your legacy. He will help you anticipate and answer tomorrow’s big questions today.

From fraud and identity theft protection to help reevaluating your current Medicare plan, Matthew has the resources to help you navigate the years ahead. Matthew earned a bachelor’s degree in horticulture from Texas A&M University. He began his financial career in 1998 at Morgan Stanley, continuing the legacy of his father who served as a financial services professional for 20 years. They worked together until his father’s retirement in 2003. While at Morgan Stanley, Matthew worked in many capacities, including as a wealth advisor, senior portfolio manager, first vice president, and branch manager. In 2013, he joined Raymond James. The family-oriented, client-centric culture of Raymond James reminds Matthew of the environment he watched his father experience and share.

Matthew grew up in Portland, Texas, and now lives in Corpus Christi with his wife, Adair. Their children, Charlie and Audrey, are studying hard at college. In his free time, Matthew enjoys hunting, fishing, gardening, and spending time with his family. Please call 361-249-9360 to schedule a meeting with Matthew.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Laguna Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

How to Find Matt

Please contact Matt Apple at Laguna Wealth Services at 361-249-9360 or via Matthew.Apple@RaymondJames.com). You may also click on his website at https://www.raymondjames.com/lagunawealthservices/

Senior Resource Guide Corpus Christi

Villa has developed a Senior Resource Guide to be a community resource for families on questions beyond assisted living.

Click to Download
Senior Resource Guide