Reviewing your investment portfolio is important to enjoying retirement and establishing a legacy. I meet with individuals to find out what is important to them and then leverage the established processes that we use at Edward Jones. We value clients that are committed to long-term investing.
I joined Edward Jones in August of 2016 as a financial advisor. My love for finances and investing began as a young adult and still feels like a hobby. In addition to the hands-on experience, I have earned financial registrations, licenses, AAMS® certification and an MBA.
I have been blessed to have a supportive family and have been married for over 18 years. I have an 18-year-old son and a 16-year-old daughter. My son is studying actuary science at Purdue University and my daughter is a junior at St. Charles North High School.
I love what I do. That is the best way to describe what I feel when meeting with people and giving sound advice. It is beyond enjoyable helping an individual reach their financial goals. I focus on investing for retirement and saving for education.
Our branch team consists of me and our branch office administrator, Gayle Basgall. She is very personable and resourceful, a true asset to our business.
Our goal is to provide financially sound decisions and personalized goals that are in your best interest. Please reach out for more information on how we can work for you.
Thank you for your time,
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Divorce Finances
- Estate & Legacy Strategies
- Insurance & Annuities
Phone NumberMatthew E McCormick at (847) 426-8755
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