Losing my job in the 2008 financial crisis was devastating. I needed help figuring out the next steps for myself and my family. That’s where Edward Jones comes in. My financial advisor guided me through one of the most difficult times in my life. He truly changed my life for the better.
My experience with Edward Jones inspired me to make a major shift in my own life. I realized that I wanted to help people transform their lives in a meaningful way. Joining Edward Jones is one of the best decisions I’ve ever made.
Navigating through the complicated world of finance can be overwhelming. Finding someone that you can trust to help can be even more challenging. I take pride in doing what’s in the best interest of my clients no matter what.
How do I guide folks through some of life’s most important decisions?
-Through listening, I can determine what’s most important to my clients
-Sharing knowledge so that my clients feel confident achieving their goals
-Helping to protect my clients and their loved ones through their various life stages
I don’t have all the answers, but I’m willing to learn and grow along with my clients.
My Client Focus:
Helping individual investors as they navigate some of life’s milestones, from saving for college to building a new business, to retirement.
My experience also includes:
-Property management companies
-Penn State University - BS in Landscape Contracting and Horticulture
-Hood College - MBA
Being immersed in my community brings me a lot of joy. I’m proud to be involved in a number of community service organizations, for example:
-The Rotary Club of Frederick
-The Alzheimer’s Association
-Mission of Mercy
-Downtown Frederick Partnership
Spending time with my two children, Casey and Jack. Also, I enjoy watching college football and playing golf.
Email: [email protected]
- Business Retirement Plans
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Landscape Design
Office Address10 N Jefferson Street
Frederick, MD 21701
Phone NumberMatt Owens at (301) 360-9973
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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