California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Matthew B Rose
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Matthew

As I entered retirement after a 34-year career in education, serving as a math teacher, school counselor, associate principal and basketball coach, I started to look for a position where I could continue to teach and help people.

I had worked as an associate financial advisor in the mid-2000s and always knew I would come back to it someday. I chose Edward Jones because of how they work hard to build relationships and help people reach their financial goals.

As a retired Army officer, I learned the value of developing and implementing a solid training cycle so that I could increase...

Focus Areas

  • Military Professionals & Veterans
  • Teachers and Professors
  • Entrepreneurs & Business Owners
  • New Investors
  • Healthcare Professionals
  • Retirement Savings Strategies

Work History

  • Edward JonesJuly 2024 to Current
  • Whitefish Bay SchoolsAugust 2012 to June 2024

Education

  • Univ of Wisconsin,MilwaukeeMaster of Science
  • Univ of Wisconsin,MilwaukeeMaster of Science

Personal Interests

  • Spending Time with Family
  • Basketball
  • Football
  • Traveling
  • Camping

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 07:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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