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Matt Stemm, Financial Advisor

FINANCIAL ADVISOR
Matt Stemm

AAMS™
10775 Mckinley Hwy Ste A, Osceola, IN 46561opens in a new window
Referrals Only
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Matt

As an Edward Jones financial advisor, I want to understand what is important to you. I will use an established process to help you build personalized strategies to achieve your goals. While working closely with you, your CPA, attorney and other professionals, I focus on quality customer service for business owners and individual investors. We will partner together throughout your life to help keep you on track to protect, build and work toward your financial goals and needs.

I began my career as an Edward Jones financial advisor in 2002, after graduating from Miami University Oxford with a bachelor's degree in...

Work History

  • Edward JonesSeptember 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Miami University OxfordBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Coaching Sports
  • Traveling

Team Members

  • Kimberly Harrell
    Sr. Branch Office Administrator
    FPQP®
  • Melissa Wachs
    Sr. 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

Phone

(574) 675-0168

Fax

(866) 597-6474

Office Address

10775 Mckinley Hwy Ste A
Osceola, IN 46561opens in a new window

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