Matt Burnell
Uncommon Financial Guidance | Helping Individuals, Families, and Business Owners Towards Their Wealth and Financial Future
- Role
- Financial Representative at Strategies for Wealth
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Matt Burnell
After 20+ years on Wall Street working with the most sophisticated investors in the…
Experience
Financial Representative
Apr 2020 — Present · Rye Brook, NY, US
We help you design a financial roadmap unique to you and your goals that simplifies and organizes your financial life, protects and builds your wealth, and gives you a clear and confident path, leaving you free to focus on your business, your life and what matters most to you.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of Guardian.CA Insurance License #41•••20. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Education
Amherst College
BA, Political Science
1983
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
1991
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