Matt McMurry
Trusted Advisor & Creative Problem Solver at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About Matt McMurry
I grew up in Fresno, CA which in the 80’s was a great city to live in with reasonable…
Experience
Financial Advisor
Jul 2019 — Present · Boise, ID, US
I care about the people and businesses I work with. I build deep, trust based relationships across the professional community, especially in the estate planning and legal fields. I employ experience and knowledge acquired across a dynamic career in management, banking, brokerage and fiduciary roles to resolve client challenges and continuously improve my client’s lives.• Licensed Federally as a General Securities Representative (Series 7).• Licensed by the State of Idaho as a Securities Agent and Investment Advisor Representative (Series 66).• Licensed by the State of Idaho as an Insurance Agent (both Health and Life Insurance).
Education
Chamber of Commerce, Boise
Leadership Boise (LB)
2010 — 2012
Boise State University
MBA
2008 — 2010
California State University, Fresno
BS of Finance
1985 — 1990
Skills
- Investments
- Strategic Planning
- Mortgage Lending
- Customer Service
- Commercial Banking
- Commercial Lending
- Banking
- Risk Management
- Cash Management
- Financial Risk
- Wealth Management
- Strategic Financial Planning
- Financial Analysis
- Credit
- Retail Banking
- Credit Analysis
- Accounting
- Portfolio Management
- Loans
- Asset Managment
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