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portrait of Matthew Patillo
FINANCIAL ADVISOR

Matthew Patillo

CFP®
3220 W Carleton Rd, Hillsdale, MI 49242opens in a new window
CallSend Me a Message

About Matthew

My career with Edward Jones began in 2010, but I was introduced to the service industry long before. Growing up the son of a small business owner, hard work and personalized service wasn't the exception, it was the rule. From an early age, I've been passionate about serving others, and I am driven to help in a meaningful way. I hold the CFP® certification, and in 2024, I was honored to be named to Forbes magazine's "Top Next-Gen Wealth Advisors Best-in-State" list.*

Our Clients
The clients we serve best prefer a personal, more customized approach to wealth strategies and appreciate guidance that...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJuly 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Hillsdale CollegeBachelor of Science

Team Members

  • Denise Monahan
    Registered Branch Associate
  • Ronni Scrivens
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(517) 437-3667

Fax

(855) 258-5507

Office Address

3220 W Carleton Rd
Hillsdale, MI 49242opens in a new window

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