As an Edward Jones financial advisor, I have had the privilege of serving clients for the past five years. During this time, I feel fortunate and honored that I have been able to make a positive impact in the lives of my clients and their families.
Prior to my career as an Edward Jones financial advisor, I attained 24 years of experience in the financial services industry, which included portfolio strategies and trading.
My branch officer administrator, Angella Dorsch, and I aspire to provide highly personalized service to every client. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
I have earned the Certified Investment Management Analyst® or CIMA® designation from the Investment Management Consultants Association. To complete the program, a financial professional must pass a comprehensive background check, complete an executive education program, and pass a comprehensive certification exam. Additionally, CIMA® designees must adhere to a code of professional responsibility and complete continuing education to maintain their license.
I am a native of Bergen County, NJ, and currently reside in Glen Rock, NJ with my wife and our three daughters. I am an active member of the Greater Pascack Valley Chamber of Commerce and the Westwood Chamber of Commerce.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact us to discuss your financial goals and review your options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
Office Address166 Fairview Avenue Suite D
Westwood, NJ 07675
Phone NumberMatthew S Kitz at (201) 722-0362
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