I've been a member of the Edward Jones family for almost ten years - the first seven of those as a client.
After a 20-plus years career as a sales and marketing executive in corporate America, I reached a crossroads. Do I continue a life on the road away from my family, or find something different and local in the community I love? My Edward Jones financial advisor was one of a few people whom I felt I could talk to about this decision. After several conversations with him, I realized that a career with Edward Jones was perfect for me.
I joined the Edward Jones team in 2017 and today, I am excited to partner with clients helping them to reach their financial goals. I am happy to say my business is much more than a job - it's a chance to fulfill my passion for improving the financial lives of those in my community.
When my wife, two step-children and I moved to Georgetown almost 10 years ago, we fell in love with the area. With the friendships we have created, our love for the local food scene and the deep sense of community we have - this has become our forever home. I enjoy serving the community - on the board of the Floyd Memorial Foundation, and I'm also active in the redevelopment of our local downtown.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. My ideal clients are those who want to carefully and thoughtfully work towards goals that range from preparing for or living in retirement, to sending a child/grandchild to college or estate considerations. No two scenarios are the same, and neither are the approaches we can take to mapping out strategies for achieving those goals.
My Branch Office Administrator, Angela Wiseman, and I strive to provide the most ideal client experience. We are fortunate to serve our community, and we are eager to help more people. It all starts with a conversation - please call or stop by for a visit.
My Personal Interests
- Community Outreach
- Home Improvement
- Movies & Entertainment
Phone NumberMatt Millies at (812) 399-1102
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