At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
I attended Pacific Lutheran University and graduated (2003) with a degree in business concentrating in finance. I joined Edward Jones as a financial advisor in 2008 in Tacoma, Washington, and have since transitioned to Forest Grove, Oregon. I went on to obtain my Accredited Asset Management Specialist™ (AAMS®) * certification, while working at Edward Jones. I enjoy being active in the community, previously serving as Soundview Little League Board Member, Relay for Life Board Member and Tacoma Chamber of Commerce Board Member. My education as well as experience has enabled me to provide highly personalized service to my clients. I look forward to getting to know what is important to you.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My Personal Interests
- Sports Enthusiast
- Board Games
- Spending Time with Family
Phone NumberMatthew Simon at (503) 992-8439
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