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Our financial advice team


Matt Neely Ameriprise Financial Advisor

Matt Neely

APMA®

Financial Advisor

Inspire Confidence Group
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance

Community participation

Board Member of The Fund For Williamstown

Qualifications

  • Series 7 (General Securities Representative)
  • Series 66 (Investment Advisor Representative)
  • Life Insurance License
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Master of Fine Arts in Acting from Carnegie Mellon University and The Moscow Art Theatre
  • Bachelor of Science in Theater (Cum Laude) from Skidmore College