Matthew Colflesh Email & Phone Number
First Vice President | Wealth Management Advisor @ Merrill Lynch
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Matthew Colflesh Location
- Wayne, PA, US
Matthew Colflesh Work
- 2022 -now First Vice President | Wealth Management Advisor @
- 2017 -now Vice President | Wealth Management Advisor @
- 2007 -now Senior Financial Advisor | Wealth Management Advisor @
- 2004 -now Financial Advisor @
- 2000 -2004 Minister @
- 1998 -2000 Financial Representative @
- 1998 -2000 Financial Representative @
Matthew Colflesh Education
- Westminster Theological Seminary
Master of Divinity (M.Div.)
1996-2000 - Bloomsburg University of Pennsylvania
Bachelor of Science, Business Administration
1992-1996
Matthew Colflesh Skills
- Investment Policy
- Asset Managment
- Investment Advisory
- Personal Financial Planning
- Portfolio Management
- Mutual Funds
- Series 7
- Asset Allocation
- Investment Strategies
- Retirement Planning
- Series 63
- Wealth Management Services
- ETFs
- Wealth Management
- Series 65
- Uniform Combined State Law
- Retirement
- Alternative Investments
- Financial Advisory
- Investments
- Estate Planning
- 401k
- Risk Management
- IRAs
- FINRA
- Wealth Accumulation
- Equities
- Financial Services
- Pensions
- Strategic Financial Planning
- Asset Management
- Nonprofits
- Advisory
- Customer Service
Matthew Colflesh Summary
- Matthew Colflesh, based in Wayne, PA, US, is currently a First Vice President | Wealth Management Advisor at Merrill Lynch. Matthew Colflesh brings experience from previous roles at Merrill Lynch and Covenant Church. Matthew Colflesh holds a 1996 - 2000 Master of Divinity (M.Div.) @ Westminster Theological Seminary. With a robust skill set that includes Investment Policy, Asset Managment, Investment Advisory, Personal Financial Planning, Portfolio Management and more. Matthew Colflesh has 1 emails and 2 mobile phone numbers on RocketReach.
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