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Matt Connell Location
Scottsdale, AZ, US
Matt Connell Work
Sr Vice President and Wealth Management @ (August 2025 - Present)
Wealth Advisor @ (August 2015 - August 2025)
Financial Advisor @ (December 2004 - August 2015)
Financial Advisor @ (January 1999 - December 2004)
Matt Connell Education
Arizona State University
Bachelor of Science (B.S.) (Economics)
Matt Connell Skills
Alternative Investments
Estate Planning
Banking
Fixed Income
Retirement Planning
Sales
Financial Planning
Wealth Management Services
Portfolio Management
Hold Series 7
Planned Giving
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Life Insurance
Sales Management
Mutual Funds
Equities
Uniform Combined State Law
Microsoft Office
Relationship Building
Investment Strategies
Wealth Accumulation
Asset Management
Financial Goals
Certified Financial Planner
Personal Financial Planning
Personal Finance
Trading
Private Banking
Series 65
Relationship Development
Securities
Hedge Funds
Investment Management
Trust Services
Matt Connell Summary
Matt Connell, based in Scottsdale, AZ, US, is currently a Sr Vice President and Wealth Management at Raymond James. Matt Connell brings experience from previous roles at UMB Bank and Prudential Financial. Matt Connell holds a Bachelor of Science (B.S.) in Economics @ Arizona State University. With a robust skill set that includes Alternative Investments, Estate Planning, Banking, Fixed Income, Retirement Planning and more. Matt Connell has 2 mobile phone numbers on RocketReach.
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