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Matt Sheffield, Financial Advisor

FINANCIAL ADVISOR
Matt Sheffield

CFP®, CIMA®
910 54th Ave Suite 200, Greeley, CO 80634opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

About Matt

With over 13 years in the financial services industry, I've always been passionate about helping people with their investment decisions. I love the complex challenges and rewards of my job, but most importantly, I enjoy the opportunity to make a meaningful impact on my clients' lives.

I lead a dynamic team who is focused on helping clients with complex financial situations, portfolio construction, distribution strategies, estate considerations, legacy considerations, charitable giving and managing inherited wealth.

We know our clients appreciate and expect a high level of expertise. I attended The University of Texas at Austin and graduated with honors in...

Work History

  • Edward JonesNovember 2022 to Current
  • Fidelity InvestmentsSeptember 2011 to November 2022

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

Education

  • Univ of Texas-AustinBachelor of Arts

Team Members

  • Lee Ann Cramer
    Sr. Branch Office Administrator
  • Bryndi Peif-English
    Registered Branch Associate
  • Sarah Jenkner
    Branch Office Administrator
  • Ashley Miller
    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 - 12:00PM
Sat Closed
Sun Closed

Phone

(970) 539-9153

Fax

(855) 457-1259

Office Address

910 54th Ave Suite 200
Greeley, CO 80634opens in a new window

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