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Matthew G

Series 66, Series 63

Springfield, TN

Edward Jones

Matthew Gallowitz is a financial advisor with Edward Jones in Springfield, TN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial, Enfield Management, Robertson County School System, and UBS. Outside of his advisory work, he participates in his community by playing Santa Claus at a local apartment complex. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory programs. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated mutual funds, trust company, and securities-based lending services.

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Dentist
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Terry J

CFP®, Series 63

Springfield, TN

Edward Jones

Terry Jones is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Springfield, TN, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment solutions, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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