I have the great honor and privilege to work at Edward Jones as a financial advisor where I help individual investors reach their goals. And what an honor it is to not only serve as a partner and mentor to my clients, but I have the chance to guide them through life events and investment decisions so that they can have confidence in their future.
Trust takes time to develop, and I will do my best to make you feel relaxed and not feel like you need to know every bit of "industry jargon." I strive to use analogies to make some industry terms come to life because I've found that informed investors are the ones who stay calm during times of worry; If you know the "Why" to your investments, then you'll have the confidence to stick to the "How" that gets you to your goal. Money is simply a tool and it's my passion to help others see the options they have to steward that tool for whatever goal they have in mind.
I was a client before I became financial advisor, so I understand what it's like to have fears of opening up about your finances, but I will work to make it as comfortable as I can. I use an established process to listen to your concerns and then put a personalized strategy in place so that you can see your goals and continue to stay on track throughout life's many changes. However, I don't do this on my own - our branch office administrator, Diana Linville, is the best partner I have here and is happy to answer any questions at any time.
All in all, what I hope you find is that I am a very compassionate person who understands it takes time to build trust. Three things that I strive to provide my clients throughout our time working together are:
- A clear explanation of the investments I recommend
- Timely updates on market conditions and volatility
- Transparent explanations of costs and fees
Give us a call and schedule a complimentary review so that we can discuss your options and demonstrate what makes us different. We look forward to seeing you!
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- New Investors
My Personal Interests
- Sports Enthusiast
- Board Games
- Art & Theater
Office Address7135 Getwell Road Suite 201
Southaven, MS 38672
Phone NumberMatthew J Kelso at (662) 349-3144
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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