After 20 years as an educator, I transitioned my career to Edward Jones seven years ago with the objective of using my teaching skills to help investors meet their financial goals. I am Series 7 and 66 registered and insurance licensed. I am prepared to provide financial, insurance and education savings strategies to long-term investors.
I work with investors to create a financial strategy that is customized and tailored to each individual's unique goals and circumstances. I use an established process to progress toward goals and I work closely with clients to help keep them on track throughout their lives. For more information, please call to schedule an appointment.
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
Phone NumberMatthew K Loveless at (234) 217-9061
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More