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Matt Portrey, Financial Advisor

FINANCIAL ADVISOR
Matt Portrey

AAMS™
908 South Locust, Glenwood, IA 51534opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Matt

In addition to being an Edward Jones financial advisor, I am also a parent of four young children in the Glenwood school system, so I understand that worrying about your financial future comes with the territory. You want to provide the best future possible, both for your children and the community they’re going to grow up in. As a result, I’ve dedicated the last several years to the well-being of my neighbors through financial advice.

I originally started a career in finance because I enjoy working with numbers and complexity. The more I learned about this type of role and the...

Work History

  • Edward JonesApril 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Alexis Lochner
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends

Phone

(712) 527-3520

Fax

(877) 222-1914

Office Address

908 South Locust
Glenwood, IA 51534opens in a new window

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