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Our financial advice team


Matthew Ely, Financial Advisor serving the Roanoke, VA area - Ameriprise Advisors

Matthew Ely

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Myrias Group
14
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

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health

Education

  • Bachelor of Music, 2005, concentration in Education, James Madison University, Harrisonburg, VA

Awards & recognition

  • The Myrias Group, Ameriprise Client Experience Award, 2021-2023
  • The Myrias Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Previous experience

  • Financial Advisor, MetLife, Roanoke, VA, 2011 to 2014
  • Financial Advisor, Edward Jones, Roanoke, VA, 2010 to 2011
  • Middle School Music Teacher, Roanoke City Schools, Roanoke, VA, 2005 to 2010

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

The Myrias Group - Community participation photo

Roanoke Toastmasters, past president and current club member

Our Lady of Nazareth Catholic Church, member

Back on the Path, job seekers' ministry, volunteer and presenter

Interests

When I’m not working with clients, I enjoy spending time with my family. My wife and I strive to share our love of faith, family, literature, and music with our children. I am a member of Roanoke Toastmasters, where I coach people on improving their public speaking skills, and Back on the Path, where I present several times per year on helping people who are out of work to find jobs.

I also enjoy strength training, playing the trumpet, and reading great literature.