Matt McNally Email & Phone Number
Financial Advisor @ Edward Jones
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Matt McNally Location
- Phoenix, AZ, US
Matt McNally Work
- Financial Advisor @ (May 2016 - Present)
- Private Equity Analyst @ (February 2015 - January 2016)
- Branch intern @ (June 2014 - August 2014)
- Client Service Specialist II @ Washington Federal (December 2013 - May 2014)
- Senior Service specialist @ (March 2011 - December 2013)
Matt McNally Education
- Brigham Young University - Idaho
Bachelor's Degree (Business Management, Finance emphasis)
2012-2015 - North Carolina State University
Bachelor's Degree (Aerospace, Aeronautical and Astronautical Engineering)
2007-2008
Matt McNally Skills
- Annuities - Fixed, Variable, and Immediate
- Business Retirment Plans (401K, SEP IRA, SIMPLE IRA)
- Dividend and Income Reinvestment
- Education Savings - 529, Coverdell, Custodial
- Equity Investments - Stocks, UITs
- Estate and Trust Services
- Finance
- Financial Analysis
- Fixed Income Investments - Bonds and CDs
- Individual Retirement Accounts - ROTH, Traditional IRAs
- Investments
- Monthly Investment Program
- Mutual Funds
- Protection - Life insurance, Long Term Care, Long Term Disability
- Strategic Planning
Matt McNally Summary
- Matt McNally, based in Phoenix, AZ, US, is currently a Financial Advisor at Edward Jones. Matt McNally brings experience from previous roles at Highcrest Management Group, Edward Jones, Washington Federal and Bank of America. Matt McNally holds a 2012 - 2015 Bachelor's Degree in Business Management, Finance emphasis @ Brigham Young University - Idaho. With a robust skill set that includes Annuities - Fixed, Variable, and Immediate, Business Retirment Plans (401K, SEP IRA, SIMPLE IRA), Dividend and Income Reinvestment, Education Savings - 529, Coverdell, Custodial, Equity Investments - Stocks, UITs and more. Matt McNally has 2 emails and 1 mobile phone numbers on RocketReach.
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