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Our financial advice team


Joel D Matthews Sr

Joel D Matthews Sr

MBA, ChFC®, CRPC®, CLU®, APMA®

Private Wealth Advisor

Managing Partner of
Intellectual Wealth Group
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 42 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Interests

  • I enjoy spending time with my family, golfing, and scuba diving.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2006-2013
  • Ameriprise Chairman's Award, 2004,2005,2006-2012
  • Hall of Fame, 2014
  • Diamond Ring Club , 2007
  • Circle of Success- Gold Circle, 2001

Qualifications

  • Platinum Financial Services Advisor
  • Business Financial Advisor
  • Series 6,7,63,24
  • ChFC® Chartered Financial Consultant®
  • Variable Life and Health
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • Private Wealth Advisor

Education

  • University of St. Thomas - MBA Finance
  • University of Houston - BS Psycholgy / Chemistry