Chris Mattox Email & Phone Number
Sr Financial Planner @ Edelman Financial Engines
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Chris Mattox Location
- Texas, United States
Chris Mattox Work
- Sr Financial Planner @ (July 2025 - Present)
- Executive Vice President @ (April 2025 - June 2025)
- Director of External Sales - Regional Vice President @ (December 2022 - December 2024)
- Regional Vice President - Private Client Group @ (May 2014 - June 2022)
- Brokerage Consultant @ (May 2012 - May 2014)
- Account Executive @ (June 2010 - June 2011)
- Sr. Investment Consultant, Portfolio Advisory Services @ (January 2007 - June 2010)
- Investment Consultant, Portfolio Advisory Services @ (July 2006 - December 2006)
- Financial Investments Representative @ (December 2004 - June 2006)
- Financial Services Representative @ (October 2004 - November 2004)
- Investment Representative @ (May 2004 - October 2004)
- Intern @ (May 2001 - December 2003)
Chris Mattox Education
- Texas A&M University 2000-2004
Chris Mattox Skills
- Investments
- Portfolio Management
- Equities
- Mutual Funds
- Wealth Management
- Strategic Financial Planning
- Fixed Income
- Trading
- Mergers & Acquisitions
- Strategy
- Series 7
- Management
- Series 63
- Retirement Planning
- Financial Services
- Investment Management
- Hedge Funds
- Sales Management
- ETFs
- Business Development
- Entrepreneurship
- Financial Planning
- Microsoft Excel
- Mergers and Acquisitions
- Leadership
- Risk Management
Chris Mattox Summary
- Chris Mattox, based in Texas, United States, is currently a Sr Financial Planner at Edelman Financial Engines. Chris Mattox brings experience from previous roles at Camarda Wealth Advisory Group, Allworth Financial, Fisher Investments and Fidelity Investments. Chris Mattox holds a 2000 - 2004 Texas A&M University. With a robust skill set that includes Investments, Portfolio Management, Equities, Mutual Funds, Wealth Management and more. Chris Mattox has 1 emails and 1 mobile phone numbers on RocketReach.
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