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Matt Lockhart, Financial Advisor

FINANCIAL ADVISOR
Matt Lockhart

700 River Ave, Iron Mountain, MI 49801opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

About Matt

When I tell my clients that I was a senior project manager and estimator in construction before becoming an Edward Jones financial advisor, they often think the two industries must be totally different. In reality, the principles between the two are really the same. It takes a strong foundation to build a portfolio, and I begin the project by studying your goals and specifications. I sit down and work out a schedule, decide what materials we need to use and check in with you regularly to make sure what we’re building aligns with your vision.

That dedication to meeting your goals...

Work History

  • Edward JonesNovember 2013 to Current

Education

  • Northern Michigan UniversityBachelor of Science

Team Members

  • Jeannie Whaley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(906) 774-6004

Fax

(855) 313-6155

Office Address

700 River Ave
Iron Mountain, MI 49801opens in a new window

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