Allowing someone into the world of your finances can be deeply personal. It is important to select someone with a wealth of practical knowledge, personal experience and a passion for people to be your trusted financial advisor.
As a financial advisor with Edward Jones, I want to understand what's important to you. Whether it's buying your first home, living comfortably in retirement, or financing college education - I will use our established process to build a personalized strategy to help you reach your goals.
Before joining Edward Jones, I spent over a decade managing the assets of a corporate pension plan and educating employees about their 401(k) plan.
Now, I use those skills and experiences to build tailored solutions for my clients. Working together, we review and adjust their investments as markets and goals change, partnering throughout their lives to stay on track. Regardless of whether a client has complex wealth strategy and estate needs or is just starting out, I am here to help!
I earned an MBA in finance from NYU and a BS in international relations from the University of South Carolina. I've also earned the Chartered Financial Analyst® designation. The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete.
My husband and I have called Woodbury home since 2004. We have a young son and a goofy puppy. My career with Edward Jones affords us the opportunity to explore all that Woodbury and the surrounding communities have to offer.
At Edward Jones, we're focused on you. Give me a call - let's talk about your financial goals!
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- New Investors
My Personal Interests
- Spending Time with Family
Office Address1297 Main St Suite 1
Watertown, CT 06795
Phone NumberKristina J Matwijec at (860) 274-1206
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