Matt Williams

Financial Advisor | Louisville, KY | 401K Options | Business Retirement Plans | Education Savings | Strategic Planning

Role
Financial Advisor at Edward Jones
Location
Louisville, KY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matt Williams

I am a 1997 graduate of Oldham County High School. I also earned a Bachelor of Science…

Experience

  1. Financial Advisor

    Edward Jones

    Jun 2018 — Present · Crestwood, KY, US

    As an Edward Jones financial advisor, I want to partner with you for the long term to help you make your financial goals a reality. As we work together, I want to understand what is important to you. I will use an established process to create a personalized strategy around your financial goals. As your long-term partner, I want to help achieve and protect your goals and dreams.

Skills

  • Community Outreach
  • Non-Profits
  • Social Media
  • Alumni Relations
  • Social Services
  • Public Speaking
  • Nonprofits
  • Volunteer Management
  • Program Development
  • Event Planning
  • Public Relations
  • Planned Giving
  • Fundraising
  • Event Management
  • Grant Writing
  • Student Development
  • Annual Giving
  • Higher Education
  • Research
  • Leadership Development

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Matt Williams — Financial Advisor at Edward Jones in Louisville, KY, US | Unifers