portrait of Matthew Wicke
FINANCIAL ADVISOR
Accepting New Clients
CallSend Me a Message

About Matthew

Using a professional, common-sense approach, I help my clients meet their financial goals and live better lives. I begin by gaining an understanding of my clients’ goals, dreams and values. I then build customized, tax-efficient financial strategies tailored specifically to their situations. Once the strategies are in place, I maintain open communication with my clients to update their strategies and help ensure they stay on track. To provide a comprehensive service, I often collaborate with clients’ attorneys, CPAs and other professionals, always respecting confidentiality.

I am honored to serve a variety of clients. I help couples save for education expenses and...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesMay 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Texas A&M UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Fishing
  • Cooking
  • Running

Team Members

  • Tabitha Westmoreland
    Sr. Branch Office Administrator
  • Corinne Hill
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More