Matt Jory, Cfp®, Chfc® Email and Phone Number
When people look back on their lives, they often find they are more successful than they thought they'd be, but have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than anticipated.Implementing a sound financial plan is something people often think about doing, but don't necessarily have the time to execute it. That’s why I’m here to help. Together we’ll discuss your goals and objectives, and create a financial plan that can help make your goals a reality.I believe it's important for people of all ages and backgrounds to be educated on the planning resources available to them. Please feel free to contact me with any questions.
Mcadams Group, Llc
View- Website:
- mcadamsgroupllc.com
- Employees:
- 27
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Strategic Wealth AdvisorMcadams Group, LlcKnoxville, Tn, Us -
Vice President, Wealth PlannerFidelity Investments Jun 2024 - PresentKnoxville, Tennessee, United States -
Financial ConsultantFidelity Investments May 2024 - Jun 2024Knoxville, Tennessee, United States -
Investment ConsultantFidelity Investments Jul 2023 - May 2024Knoxville, Tennessee, United States -
Director Of Financial Planning, Cfp®Northwestern Mutual May 2022 - Jul 2023Knoxville, Tennessee, United States- Facilitated the merging of two practices to advise over 600 clients.- Advised clients on financial topics including investments, insurance, tax planning, education planning, retirement planning, business planning, and estate planning.- Researched and developed investment and risk management strategies best suited for individuals, families and business owners. -
Financial Advisor, Cfp®Northwestern Mutual Dec 2018 - Jun 2022Irvine, California, United States- Advised clients on financial topics including investments, insurance, tax planning, education planning, retirement planning, business planning, and estate planning.- Hired and developed team members to assist in the practice in various capacities.- Obtained the CERTIFIED FINANCIAL PLANNER™ designation while running financial planning practice.- Strategized and implemented marketing and retainment strategies to increase client base. -
ManagerO'Malley'S Jul 2015 - Nov 2018Santa Barbara, California, United States
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Director Of OperationsBlush, Blind Tiger Mar 2015 - Jul 2015Santa Barbara, California Area• Responsible for daily operations, including marketing, staffing, events, menu development, profit analysis, cost reduction, and best practices. • Developed marketing team and strategy to boost sales 200% and 10% at Blind Tiger and Blush respectively.• Negotiated contracts with employees, vendors, partners to maximize profits, morale, and productivity. • Utilized a wide range of software to continue to stay relevant and adapt to market trends. • Developed Food and Beverage Menu.
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ConsultantNewman Hospitality Sep 2012 - Feb 2015Santa Barbara• Increased gross revenues over 25% through creating, developing and implementing innovative and adaptive marketing and promotional strategies. • Developed a marketing campaign, increasing sales in my division by over 100%.• Conducted and participated in weekly meetings designed to analyze revenue and profits in an effort to increase market share and streamline operations, as well as facilitate growth and expansion of SRG. • Advised CEO and other corporate members on effective operations improvements and corporate policies, as well as structural and aesthetical design of SRG concepts.
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Assistant General ManagerSandbar Cocina Y Tequila Apr 2008 - Jan 2015Santa Barbara• Through careful management of marketing campaigns and staff productivity, increased gross revenues by 83%.• Expanded our concept to include previously under utilized and “unattainable” segments of the community.• Made rational and immediate decisions under pressure for the safety and/or well being of the staff and guests/clients with regard to the company’s policies and reputation. • Recruited, trained, and developed marketing teams to actively promote and sell our concept to potential partners, guests, and employees.• Communicated with vendors to discover exciting and compatible products, as well as negotiate existing deals to ensure a higher profit margin and a current, relevant inventory.
Matt Jory, Cfp®, Chfc® Education Details
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Business Economics With An Emphasis On Accounting -
Cfp® Certification Professional Education Program -
Bullard High SchoolGeneral
Frequently Asked Questions about Matt Jory, Cfp®, Chfc®
What company does Matt Jory, Cfp®, Chfc® work for?
Matt Jory, Cfp®, Chfc® works for Mcadams Group, Llc
What is Matt Jory, Cfp®, Chfc®'s role at the current company?
Matt Jory, Cfp®, Chfc®'s current role is Strategic Wealth Advisor.
What schools did Matt Jory, Cfp®, Chfc® attend?
Matt Jory, Cfp®, Chfc® attended Uc Santa Barbara, College For Financial Planning, Bullard High School.
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