Skip to main content

Our financial advice team


Matt Neely, Financial Advisor serving the Williamstown, MA area - Ameriprise Advisors

Matt Neely

APMA®, BFA

Financial Advisor

Inspire Confidence Group
15
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Interests

  • Matt loves spending time with his wife Margo and having adventures with their beautiful children, Allie and Tommy.
  • A former professional actor and theater aficionado, Matt makes sure to act in at least one play a year as well as attend as many shows as possible.
  • Matt is a certified yoga instructor and enjoys teaching classes in the evening.
  • Matt also relishes any chance he gets to ski or travel.

Awards & recognition

  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2021

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