portrait of Matthew S Williams

About Matthew

As an Edward Jones financial advisor, I want to partner with you for the long term to help you make your financial goals a reality. My favorite part of my work is developing long-term relationships with my clients centered around building wealth through disciplined investing, living generously and leaving a legacy.

I am a 1997 graduate of Oldham County High School. I also earned a Bachelor of Science and a Master of Business Administration from Gardner-Webb University.

Prior to joining the Edward Jones team, I spent 15 years in non-profit fundraising and management for Gardner-Webb University, the University of Louisville and...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Gardner-Webb UniversityMaster of Business Admin
  • Gardner-Webb UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Running
  • Golfing
  • Music
  • Sports Enthusiast

Team Members

  • Laura Lilly-Stephens
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 07:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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