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 I can help you to preserve and grow your 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
- 401(k) Rollovers
- Certificates of Deposit
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Municipal Bonds
- Philanthropic Services
- Private Banking
- Retirement Planning
- 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 holds the following registrations:
Securities Agent: AK, AL, AZ, CA, CO, DC, FL, GA, MD, MN, MT, NC, NY, OR, SD, TX, VA, WA;
General Securities Representative;
Investment Advisor Representative: TX;
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