Matthew Conroy, J.D., Cfp®, Aep®
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Matthew Conroy, J.D., Cfp®, Aep® Email & Phone Number

Managing Director, Wealth Strategies at Altium Wealth at Altium Wealth
Location: Woburn, Massachusetts, United States 1 work role
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Current company
Role
Managing Director, Wealth Strategies at Altium Wealth
Location
Woburn, Massachusetts, United States
Company size

Who is Matthew Conroy, J.D., Cfp®, Aep®? Overview

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Quick answer

Matthew Conroy, J.D., Cfp®, Aep® is listed as Managing Director, Wealth Strategies at Altium Wealth at Altium Wealth, a with 42 employees, based in Woburn, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Matthew Conroy, J.D., Cfp®, Aep®.

Matthew Conroy, J.D., Cfp®, Aep® previously worked as Managing Director at Altium Wealth.

Company email context

Email format at Altium Wealth

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Altium Wealth

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Profile bio

About Matthew Conroy, J.D., Cfp®, Aep®

- Certified Financial Planner- Accredited Estate Planner- Licensed attorney in Massachusetts

Current workplace

Matthew Conroy, J.D., Cfp®, Aep®'s current company

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Altium Wealth
Altium Wealth
Managing Director, Wealth Strategies at Altium Wealth
purchase, new york, united states
Employees
42
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1 role

Matthew Conroy, J.D., Cfp®, Aep® work experience

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  • Altium Wealth
    Managing Director
    Apr 2023 - Present - Woburn, Massachusetts, United States
    Advisor with 20 years experience in the fields of wealth management, estate, gift and income tax planning. We take a holistic approach connecting portfolio management, financial planning and wealth transfer strategies to help clients achieve their purpose.
Team & coworkers

Colleagues at Altium Wealth

Other employees you can reach at altiumwealth.com. View company contacts for 42 employees →

FAQ

Frequently asked questions about Matthew Conroy, J.D., Cfp®, Aep®

Quick answers generated from the profile data available on this page.

What company does Matthew Conroy, J.D., Cfp®, Aep® work for?

Matthew Conroy, J.D., Cfp®, Aep® works for Altium Wealth.

What is Matthew Conroy, J.D., Cfp®, Aep®'s role at Altium Wealth?

Matthew Conroy, J.D., Cfp®, Aep® is listed as Managing Director, Wealth Strategies at Altium Wealth at Altium Wealth.

Where is Matthew Conroy, J.D., Cfp®, Aep® based?

Matthew Conroy, J.D., Cfp®, Aep® is based in Woburn, Massachusetts, United States while working with Altium Wealth.

What companies has Matthew Conroy, J.D., Cfp®, Aep® worked for?

Matthew Conroy, J.D., Cfp®, Aep® has worked for Altium Wealth.

Who are Matthew Conroy, J.D., Cfp®, Aep®'s colleagues at Altium Wealth?

Matthew Conroy, J.D., Cfp®, Aep®'s colleagues at Altium Wealth include Anthony Croce, Cfp®, Jeffrey Wu, Greg Slater, Cfa, Cfp®, Cipm®, Dylan Curran, and Kaylie Klemme, Mba.

How can I contact Matthew Conroy, J.D., Cfp®, Aep®?

You can use AeroLeads to view verified contact signals for Matthew Conroy, J.D., Cfp®, Aep® at Altium Wealth, including work email, phone, and LinkedIn data when available.

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