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Matt Engerer Email & Phone Number

Financial Advisor, Vice President, Investments, CRPC®, AIF® at Raymond James
Location: Indianapolis, Indiana, United States 3 work roles 1 school
1 work email found @raymondjames.com 2 phones found area 727 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@raymondjames.com
Direct phone (727) ***-****
LinkedIn Profile matched
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Current company
Raymond James
Role
Financial Advisor, Vice President, Investments, CRPC®, AIF®
Location
Indianapolis, Indiana, United States
Company size
12938 employees

Who is Matt Engerer? Overview

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Quick answer

Matt Engerer is listed as Financial Advisor, Vice President, Investments, CRPC®, AIF® at Raymond James, a with 12938 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, and a matched LinkedIn profile for Matt Engerer.

Matt Engerer previously worked as Financial Advisor, Vice President at Morgan Stanley Dean Witter and Financial Consultant at Natcity Investments. Matt Engerer holds Bachelor Of Science (B.S.), Business from Indiana University Bloomington.

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Email format at Raymond James

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Matt Engerer. Compare company email patterns before reaching out.

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Profile bio

About Matt Engerer

As a Financial Advisor, knowledge comes with experience. With 20 years of experience, I have seen markets and investment themes come and go, and I use that experience to filter investment strategies for my clients. The relationship between client and Financial Advisor is different for every investor. I believe in having a written process that enables you to have an expectation of service that you are assured will be met. Clients are provided with a complimentary Retirement Assessment, which is a written road map using your personal financial information to view possible retirement scenerios. We also write an Investment Policy Statement for each client detailing your personal investment strategy and guidelines. Together, these serve as a written outline of your personalized investment strategy.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc. member New York Stock Exchange/SIPC.

Listed skills include Investments, Retirement, Financial Advisory, Securities, and 10 others.

Current workplace

Matt Engerer's current company

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Raymond James
Raymond James
Financial Advisor, Vice President, Investments, CRPC®, AIF®
st. petersburg, florida, united states
Website
raymondjames.com
Employees
12938
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3 roles

Matt Engerer work experience

A career timeline built from the work history available for this profile.

Financial Advisor, Vice President, Investments, Crpc®, Aif®

Current
Raymond James

1310 East 96Th Street, Ste 200, Indianapolis, 46240 (317) 566-6407

As a Chartered Retirement Planning Counselor, or CRPC, a professional designation from the prestigious College of Financial Planning, I have the skills to help you with comprehensive planning for your retirement, and current or future income needs. I am also designated as an Accredited Investment Fiduciary, or AIF, which represents my knowledge of the Global Fiduciary Standard of Excellence and the application of that global standard into my own practice.

Aug 2005 - Present

Financial Advisor, Vice President

Morgan Stanley Dean Witter

Indianapolis, Indiana Area

Nov 1999 - Aug 2005

Financial Consultant

Natcity Investments

Indianapolis, Indiana Area

Jan 1995 - Nov 1999
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →

SB Sheree Butler Sheree Butler Colleague at Raymond JamesGreater Chicago Area, United States View → JP Jonathan Pierre Jonathan Pierre Colleague at Raymond JamesSt Petersburg, Florida, United States View → SH Shannon Higgs Shannon Higgs Colleague at Raymond JamesMemphis, Tennessee, United States View → SD Sarah Dubose Sarah Dubose Colleague at Raymond JamesSouthaven, Mississippi, United States View → WR Wendy Railey Wendy Railey Colleague at Raymond JamesLafayette, Georgia, United States View → BS Bradley Speer Bradley Speer Colleague at Raymond JamesOmaha, Nebraska, United States View → SW Soek-Quan Washington Soek-Quan Washington Colleague at Raymond JamesMemphis, Tennessee, United States View → MD Melissa David Melissa David Colleague at Raymond JamesSt Augustine, Florida, United States View → MM Michael Mcneil Michael Mcneil Colleague at Raymond JamesSt Petersburg, Florida, United States View → RC Ryan Caldwell, Aams™ Ryan Caldwell, Aams™ Colleague at Raymond JamesMemphis, Tennessee, United States View →
1 education record

Matt Engerer education

FAQ

Frequently asked questions about Matt Engerer

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

What company does Matt Engerer work for?

Matt Engerer works for Raymond James.

What is Matt Engerer's role at Raymond James?

Matt Engerer is listed as Financial Advisor, Vice President, Investments, CRPC®, AIF® at Raymond James.

What is Matt Engerer's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Matt Engerer at Raymond James.

What is Matt Engerer's phone number?

AeroLeads has found 2 phone signal(s) with area code 727 for Matt Engerer at Raymond James.

Where is Matt Engerer based?

Matt Engerer is based in Indianapolis, Indiana, United States while working with Raymond James.

What companies has Matt Engerer worked for?

Matt Engerer has worked for Raymond James, Morgan Stanley Dean Witter, and Natcity Investments.

Who are Matt Engerer's colleagues at Raymond James?

Matt Engerer's colleagues at Raymond James include Sheree Butler, Jonathan Pierre, Shannon Higgs, Sarah Dubose, and Wendy Railey.

How can I contact Matt Engerer?

You can use AeroLeads to view verified contact signals for Matt Engerer at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Matt Engerer attend?

Matt Engerer holds Bachelor Of Science (B.S.), Business from Indiana University Bloomington.

What skills is Matt Engerer known for?

Matt Engerer is listed with skills including Investments, Retirement, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Wealth Management, and 401K.

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