Matthew Fields Email & Phone Number
Senior Vice President and Financial Advisor @ Baird
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Matthew Fields Location
- Scappoose, OR, US
Matthew Fields Work
- 2012 -now Senior Vice President and Financial Advisor @
- 2003 -2012 Vice President and Senior Financial Advisor @
- 1999 -2003 Investment Representative @
Matthew Fields Education
- Lewis and Clark College
Master of Arts (Counseling Psychology)
1996-1999 - University of Puget Sound
Bachelor of Arts (Psychology)
1991-1995
Matthew Fields Skills
- Estate Planning
- Financial Planning
- Investments
- Retirement Income Strategies
- Asset Protection
- Wealth Preservation and Transfer
- Wealth Management Services
- Strategic Financial Planning
- Financial Advisory
- Retirement
- Fixed Annuities
- Finance
- Asset Allocation
- Retirement Planning
- Wealth Management
- Investment Advisory
- Investment Strategies
- Equities
- Mutual Funds
- Series 7
- 401k
- Series 63
- Strategic Planning
- Sales
- Microsoft Office
- Business Development
- Marketing
Matthew Fields Summary
- Matthew Fields, based in Scappoose, OR, US, is currently a Senior Vice President and Financial Advisor at Baird. Matthew Fields brings experience from previous roles at Bank of America Merrill Lynch and Edward Jones Investments. Matthew Fields holds a 1996 - 1999 Master of Arts in Counseling Psychology @ Lewis and Clark College. With a robust skill set that includes Estate Planning, Financial Planning, Investments, Retirement Income Strategies, Asset Protection and more. Matthew Fields has 1 emails and 1 mobile phone numbers on RocketReach.
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