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Matthew C

Series 66

Dewitt, NY

Edward Jones

Matthew Clark is a financial advisor with Edward Jones in Dewitt, NY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Parish Petro Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner
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Michael H

Series 66

Dewitt, NY

Edward Jones

Michael Hopkins is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon.com for seven years and at Syracuse University for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices across the United States.

Exec comp design Business ownership considerations Business exit / sale strategy General estate planning guidance General retirement planning Founder/Business Owner
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