John Matsek

John Matsek Email and Phone Number

Financial Advisor @ Southern Edge Wealth Solutions
Memphis, TN, US
John Matsek's Location
Memphis, Tennessee, United States, United States
John Matsek's Contact Details

John Matsek personal email

n/a
About John Matsek

I have been serving the financial needs of executives, business owners, and their families for more than 20 years. I strive to develop long-term relationships with clients and provide viable solutions for every element of the wealth management equation. After getting to know you and fully understanding your investment objectives and your tolerance for risk, I work closely with you to develop a customized financial plan designed to meet your long-term financial goals.Specialties: Retirement planning,Estate planning,and Investment Management. Series 7 & 66 licensed.Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.

John Matsek's Current Company Details
Southern Edge Wealth Solutions

Southern Edge Wealth Solutions

View
Financial Advisor
Memphis, TN, US
Website:
southernedgews.com
Employees:
5
John Matsek Work Experience Details
  • Southern Edge Wealth Solutions
    Financial Advisor
    Southern Edge Wealth Solutions
    Memphis, Tn, Us
    View
  • B. Riley Wealth Management
    Financial Advisor
    B. Riley Wealth Management Apr 2014 - Present
    Greater Memphis Area
    View
  • Raymond James
    Vice President, Investments
    Raymond James Apr 1994 - Apr 2014
    Greater Memphis Area
    Have worked at Morgan Keegan as a Financial Advisor for the past 19 years. Raymond Jamesoffically acquired the company in February of 2013.
  • Morgan Keegan
    Vice President, Institutional Equity Sales
    Morgan Keegan Feb 2004 - Apr 2012
    Greater Memphis Area
    Developed and maintained relationships with institutional equity portfolio managers and analystsin New York, Ohio, Toronto, and Montreal, utilizing in-house equity research on nearly 300public companies.

John Matsek Skills

Wealth Management Asset Allocation Retirement Planning Investment Advisory Mutual Funds Investments Investment Strategies Alternative Investments

John Matsek Education Details

Frequently Asked Questions about John Matsek

What company does John Matsek work for?

John Matsek works for Southern Edge Wealth Solutions

What is John Matsek's role at the current company?

John Matsek's current role is Financial Advisor.

What is John Matsek's email address?

John Matsek's email address is jm****@****ies.com

What schools did John Matsek attend?

John Matsek attended Rhodes College.

What are some of John Matsek's interests?

John Matsek has interest in Restoring A 1976 Airstream, Running, Tennis, Golf, Fishing.

What skills is John Matsek known for?

John Matsek has skills like Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Alternative Investments.

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