Financial Advisor
Current-Building relationships with clients within our advisory service-Help clients analyze and achieve financial goals-Provide investment advice -Design investment plans to meet clients needs.
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@vanguard.com
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Matthew Stouch is listed as Financial Advisor @ Vanguard | Investment Advice, Financial Planning at Vanguard, a company with 19280 employees, based in Lancaster County, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Matthew Stouch.
Matthew Stouch previously worked as Financial Advisor at Vanguard and Retirement Specialist at Vanguard. Matthew Stouch holds Bachelor'S Degree from Penn State University.
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AeroLeads found 1 current-domain work email signal for Matthew Stouch. Compare company email patterns before reaching out.
With over six years of experience in the financial services industry, I am passionate about helping clients achieve their financial goals and secure their retirement. As a financial advisor at Vanguard, I provide investment advice and design personalized investment plans to meet clients' needs and preferences. I value building long-term relationships with my clients and delivering excellent service and results.Previously, I was a retirement specialist at Vanguard, where I worked with small business owners to facilitate and administer small business plans. I was also a subject matter expert on IRAs, RMDs, Inherited IRAs, and Conversions. I provided investment guidance for clients approaching retirement and resolved any issues or concerns they had. Additionally, I have experience as a brokerage investment professional, where I spoke with clients about Vanguard's products, services, and offerings, and helped them place trades for mutual funds, stocks, and ETFs.
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A career timeline built from the work history available for this profile.
Malvern, PA 19355
-Building relationships with clients within our advisory service-Help clients analyze and achieve financial goals-Provide investment advice -Design investment plans to meet clients needs.
-Work with small business owners to facilitate and administer small business plans including SEP, SIMPLE, 403(b)7, and i401k accounts.-Subject matter expert on IRA's, RMD's, Inherited IRA's, and Conversions.-Investment guidance for clients approaching retirement.-Problem resolution
Malvern, PA 19355
-Speaking with clients about our products, services, and offerings.-Providing investment guidance on reaching financial goals-Help clients place trades for mutual funds, stocks, ETF's-Client relationship management skills-Problem resolution and efficiency
Malvern, PA 19355
- Received client requests and processed mutual fund purchases, account creation, and change of ownership requests.- Established small business plans such as a SEP, SIMPLE, 403b(7) and i401ks. -Problem Resolution-Client facing
Lititz, PA 17543
Tennis Program Instructor-Led the tennis program for children ages 8-16-Planned and developed classes unique to each age group-Used experience and expertise to build student's tennis ability-Managed relationships with the students and parents -Time management of classes and working individually with students
Other employees you can reach at vanguard.com. View company contacts for 19280 employees →
Brandyn Pryce
Colleague at VanguardScottsdale, Arizona, United States, United States
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Eric Bobo Pkt, Psm-Iii, Pspo, Sps, Icp Atf/Acc/Cat/Ent
Colleague at VanguardCharlotte, North Carolina, United States, United States
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Terry Thomas
Colleague at VanguardAllentown, Pennsylvania, United States, United States
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Amanda Mayer
Colleague at VanguardScottsdale, Arizona, United States, United States
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Matthew Buffum
Colleague at VanguardPaoli, Pennsylvania, United States, United States
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Joshua Meyer
Colleague at VanguardConshohocken, Pennsylvania, United States, United States
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Aj Paulson
Colleague at VanguardMalvern, Pennsylvania, United States, United States
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Daryl Fasig
Colleague at VanguardCollegeville, Pennsylvania, United States, United States
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Mike King
Colleague at VanguardDowningtown, Pennsylvania, United States, United States
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Corey Allan
Colleague at VanguardMonroe, North Carolina, United States, United States
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Quick answers generated from the profile data available on this page.
Matthew Stouch works for Vanguard.
Matthew Stouch is listed as Financial Advisor @ Vanguard | Investment Advice, Financial Planning at Vanguard.
AeroLeads has found 1 work email signal at @vanguard.com for Matthew Stouch at Vanguard.
Matthew Stouch is based in Lancaster County, Pennsylvania, United States while working with Vanguard.
Matthew Stouch has worked for Vanguard and Litiz Recreational Center.
Matthew Stouch's colleagues at Vanguard include Brandyn Pryce, Eric Bobo Pkt, Psm-Iii, Pspo, Sps, Icp Atf/Acc/Cat/Ent, Terry Thomas, Amanda Mayer, and Matthew Buffum.
You can use AeroLeads to view verified contact signals for Matthew Stouch at Vanguard, including work email, phone, and LinkedIn data when available.
Matthew Stouch holds Bachelor'S Degree from Penn State University.
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