As a financial advisor with Edward Jones in Nashville, I start by understanding what's most important to you. I use an established process to help my clients identify and achieve their financial goals. Working closely with you, your CPA and attorney, I can help determine the most appropriate financial strategy and partner together with you and your family throughout life to stay on track.
I graduated cum laude from Western Kentucky University with a degree in finance and emphasis in financial planning. I began my Edward Jones career over 20 years ago as a branch intern and became a limited partner of the firm in 2011. With a desire to equip myself with expanded knowledge to serve my clients, I studied for and successfully passed the exams to receive the AAMS® and CFP® certifications. The College for Financial Planning awards the AAMS® designation to individuals who complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In addition to serving our clients as a financial advisor, I serve as a mentor to other financial advisors.
My family and I live in the Green Hills area of Nashville. I am married to my high school sweetheart, Lucy, and have two children, Callie (15) and Austin (12), who attend Lipscomb Academy. I am a member of Brentwood Hills Church of Christ and a past president of the Green Hills Civitan Club. In my spare time, I enjoy traveling and spending time with my family.
Together with my branch office administrators, Donna Spillman and Deb Adkisson, we take pride in providing highly personalized service. We believe relationships are key and at Edward Jones, we're focused on you. Our firm has thousands of people and advanced technology supporting our office so that we can help you reach your financial goals. The rest is about you, so let us know how we can serve you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Socially Conscious Investing
Phone NumberMatt Cummings at (615) 665-2689
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