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Matt Harris, Financial Advisor

FINANCIAL ADVISOR
Matt Harris

CFP®, AAMS™
3401 Technology Drive Ste 211, Lake St Louis, MO 63367opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Estate & Legacy Strategies

About Matt

With over 22 years of serving as a financial advisor at Edward Jones, my team's number one focus is helping our clients define and reach their most important financial goals. To do this, we selectively serve a manageable number of relationships who have established, inherited or seeking to accumulate a sizable nest egg. We are a best fit for clients looking for a long-term relationship with a professional team that continuously works to understand their evolving financial lives.

My client support team includes Brittney O'Brien and Angie Blickhan. Brittney graduated from Maryville University with a bachelor's in financial services and joined...

Work History

  • Edward JonesJanuary 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Missouri-St LouisBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Outdoor Enthusiast
  • Animal Rescue
  • Hunting

Team Members

  • Brittney O'Brien
    Registered Branch Associate
  • Angie Blickhan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri Closed
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(636) 561-1057

Fax

(877) 326-7058

Office Address

3401 Technology Drive Ste 211
Lake St Louis, MO 63367opens in a new window

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