Chris Mattox Email & Phone Number
Sr Financial Planner @ Edelman Financial Engines
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Chris Mattox Location
- Texas, United States
Chris Mattox Work
- 2025 -now Sr Financial Planner @
- 2025 -2025 Executive Vice President @
- 2022 -2024 Director of External Sales - Regional Vice President @
- 2014 -2022 Regional Vice President - Private Client Group @
- 2012 -2014 Brokerage Consultant @
- 2010 -2011 Account Executive @
- 2007 -2010 Sr. Investment Consultant, Portfolio Advisory Services @
- 2006 -2006 Investment Consultant, Portfolio Advisory Services @
- 2004 -2006 Financial Investments Representative @
- 2004 -2004 Financial Services Representative @
- 2004 -2004 Investment Representative @
- 2001 -2003 Intern @
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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