Annette Matthew

About Annette Matthew

I have a dynamic leadership style with extensive experience in business development, portfolio management and profitability. Extensive experience in organizational transformation and revamping operating models to support strategic initiatives. I have held positions supporting sales in their strategic planning and transitioning these long term goals into tangible, key performance indicator’s to ensure the execution and tracking of their vision. Known to energize my teams and making sure stakeholders rely on our data as the “one version of the truth” for business consumption.I foster a dynamic, inclusive and open work environment and encourage colleagues in becoming adaptable and customer focused. This is key to creating highly engaged team and supporting work instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Nov 2021 — Present · NY, US

   I am dedicated to delivering an exceptional client experience by acting as a trusted advocate and long‑term partner. By building meaningful relationships grounded in integrity and transparency, I tailor financial strategies that align with each client’s unique goals—both short and long term. My approach is holistic and goals‑based, ensuring every recommendation supports a comprehensive and confident financial journey.What I Do. Deliver Personalized Guidance: Assess each client’s situation to provide customized advice and thoughtful financial solutions that enhance their overall experience. Support Net Worth & Cash Flow Planning: Advise on asset allocation, investment management, wealth strategies, and integrated banking services. Drive Growth & Collaboration: Expand client relationships and assets while partnering with internal teams to bring multidisciplinary expertise when needed. Provide Strategic Connections: Connect clients to specialized resources and centers of excellence to manage risk and strengthen their financial planning. Maintain the Highest Standards: Uphold strict compliance with risk policies, regulatory requirements, and security protocols to protect clients and their financial well‑being.

Education

• Pace University

  Master of Business Administration - MBA, International Business concentration in Finance

  2004 — 2009