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portrait of Mathew E Greene
FINANCIAL ADVISOR

Mathew E Greene

CFP®, AAMS™
225 W Main St Suite A, Hillsboro, OH 45133opens in a new window
Referrals Only
Serving clients with $250,000
CallSend Me a Message

About Mathew

Our branch team focuses on helping families and business owners organize, build, protect and transfer wealth. Before you invest your money, I invest time into understanding what you are working toward and building a plan that details how we will help you achieve those goals. We continuously partner with your CPA, attorney and other professionals to help maintain the most appropriate financial strategy for you, even as your life and priorities change. I am committed to recommending high quality investments, at a risk level you are comfortable with and with full transparency of cost.

In 2012, I joined Edward Jones...

Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Farmers and Ranchers
  • Corporate Executives
  • Physicians
  • Dentists

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Otterbein UniversityBachelor of Arts

Personal Interests

  • Basketball
  • Skiing
  • Hiking
  • Aviation
  • Volunteering

Team Members

  • Tammy Pruett
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(937) 393-8040

Fax

(866) 462-1219

Office Address

225 W Main St Suite A
Hillsboro, OH 45133opens in a new window

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