As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- University of Puget Sound Board of Trustees
- Trustee of Evergreen Capital Trust
- Seattle Yacht Club
- Seattle Tennis Club
- Seattle Bond Club
- 401k Rollovers
- Certificates of Deposit
- Estate Planning
- Financial Planning
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- Wealth Management
- University of Puget Sound
- President's Council recipient, Smith Barney
- Chaiman's Council recipient, Smith Barney
- current: 33+ years experience as a retail stock broker
You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
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Matthew M Kelleher is licensed in the following state(s):
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