Matthew Theis
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Glens Falls, NY, US
- LinkedIn followers
- 500 followers
About Matthew Theis
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients\' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. After being in the financial services industry for over 10 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Apr 2002 — Present · 66 Main Street Suite 2 Saranac Lake, NY, US
As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
Education
Adirondack Community College
Transfer
1992 — 1993
State University of New York College at Cortland
Bachelor of Science (B.S.)
1993 — 1997
Skills
- Money Market Accounts
- Immediate Annuities
- Closed End Funds
- Disability Income Insurance
- Relationship Manager
- Mutual Funds
- Estate and Legacy Strategies
- Business Retirement Planning
- Income Manager Accounts
- Fast - Financial Assessment and Solutions Tool
- Fixed Annuities
- Long Term Care Insurance
- 401k
- Iras
- Etf's (Exchange Traded Funds)
- Client Goals Center
- Stocks
- Retirement Planning
- Series 7
- Life & Health Insurance Licenses
- Retirement
- Credit Cards
- Series 63
- Bonds
- Variable Annuities
- Debit Cards
- Advisory Solutions
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