2022 marks my 12th year as a financial advisor with Edward Jones, and I am extremely grateful and proud to partner with such a great firm. I have built my practice by listening to what is most important to my clients and customizing solutions to help them achieve their goals.
I am a graduate of the University of Georgia with a Bachelor of Business Administration and have a work background in sales and management prior to joining Edward Jones. Before finding Edward Jones, I spent nearly a decade in the construction equipment industry. This taught me valuable lessons in efficiency and problem solving that have served me well as I built my practice. I am very passionate about my work and have developed structured processes to build tailored solutions for our clients. After getting things set up, we partner with you to track our progress and make adjustments as needed throughout your life.
I hold my Series 7 and Series 66 registrations, and also hold Life and Health licenses. In March of 2022, I completed the arduous task of completing my CFP® designation. These give me a deep understanding of different solutions that may fit the needs of our clients. This is important, because we do not steer our clients to certain products because of limited authorization. I became a limited partner at Edward Jones in 2017. I am married to Jessica, and we have a son named Jake and a Maltipoo named Rudy.
My partner in the office, Virginia Lee, has nearly 15 years of experience with Edward Jones and is dedicated to providing clients with the highest level of service they have come to expect.
Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us a call or stop by to get started.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Phone NumberMatt Loss at (706) 738-2983
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