AeroLeads people directory · profile
Matthew Valenti, Cfp® Email & Phone Number
Financial advisor serving individual investors | Specializing in solutions for business owners, executives and retirees
at
Edward Jones
1 work email found
@edwardjones.com
3 phones found area 323, 800, and 314
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial advisor serving individual investors | Specializing in solutions for business owners, executives and retirees
Location
Knoxville Metropolitan Area, United States
Company size
Who is Matthew Valenti, Cfp®? Overview
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Quick answer
Matthew Valenti, Cfp® is listed as Financial advisor serving individual investors | Specializing in solutions for business owners, executives and retirees at Edward Jones, a with 44495 employees, based in Knoxville Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 323, 800, 314, and a matched LinkedIn profile for Matthew Valenti, Cfp®.
Matthew Valenti, Cfp® previously worked as Financial Advisor at Edward Jones and Manager of Science & Research and Senior Consultant at Leadership Worth Following, Llc. Matthew Valenti, Cfp® holds Doctor Of Philosophy, Psychology from University Of Tennessee-Knoxville.
Company email context
Email format at Edward Jones
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*@edwardjones.com
71% confidence
AeroLeads found 1 current-domain work email signal for Matthew Valenti, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Matthew Valenti, Cfp®
/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Annuities, Business Retirement Plans, Education Savings, Individual Retirement Accounts, and 6 others.
Current workplace
Matthew Valenti, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Edward Jones
10 roles · 26 years
Matthew Valenti, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentAs a Financial Advisor, I help my clients with Financial Strategies,Estate and Legacy Strategies, Financial Assessment, and Portfolio Review
Apr 2015 - Present
Manager Of Science & Research And Senior Consultant
Jul 2014 - Apr 2015
Consultant & Rodney L. Lowman Fellow In Consulting Psychology Research
Collaborate with the LWF Team and its Science Advisory Board to continue conceptualizing and leading LWF’s commitment to Great Science. Develop LWF’s research strategy and agenda, executing selected portions of the agenda, and contributing to LWF’s publishing efforts. Help clients clarify and address important business challenges, collaborate on LWF’s other Business Roadmaps, and deliver and manage a variety of LWF projects.
Jun 2013 - Jul 2014
Independent Organizational Consultant
Mcv Assessment
Partner with senior leaders at client organizations to identify needs; offer customized consultative solutions. Put together assessment batteries and administer ding, in structured interviews.Write detailed assessment reports, and provided feedback on each assessment candidate.
Aug 2006 - Jul 2013
Senior Reserch Psychologist
Air Force Resarch Lab
Conduct program evaluations to identify areas for improvement.Manage organizational and research projects. Key Results:-Project manager for operational capability demonstration of the Analyst Test Bed, the Air Force’s newest intelligence, surveillance, and reconnaissance research environment.-Leading a selection study to identify individual and team characteristics necessary for success in strategic intelligence analysis
Feb 2013 - Jun 2013
Senior Research Psychologist
Coordinate and implement enterprise-wide organizational development (OD) projects across 11 divisions.Assess the organizational culture of the Lab through surveys, focus groups, and interviews. Conduct program evaluations to identify areas for improvement.
Nov 2010 - Jun 2013
Director, Organizational Consulting & Contract Consultant
Psychological Associates, Inc
Conduct psychological assessments for use in employee selection, coaching, and career development Administer 360 surveys; deliver written and verbal feedback to applicants. Prepare reports summarizing assessment and survey data. Conduct validation studies to determine effectiveness of assessment processes.
Feb 2008 - Nov 2012
Sales Consultant & Selection Consultant
Selection Consultant, 05/25/2006 to 02/04/20Coordinate the selection of new sales consultants. Conduct interviews of applicants; provide recommendations (hire/no-hire) to Human Resources. Sales Consultant, 11/03/1998 to 02/04/2008Responsible for selling property and casualty insurance to clients in 46 States in a large call-center. Underwrite policies to ensure profitable business. Serve as a mentor to newer sales consultants.Key Results:
Nov 1998 - Feb 2008
Graduate Assistant
University Of Tennessee, Knoxville
2001 - 2006
~5 yrs
Team & coworkers
Colleagues at Edward Jones
Other employees you can reach at edwardjones.com. View company contacts for 44495 employees →
HW
Holly Wieckowicz
Colleague at Edward JonesMenomonee Falls, Wisconsin, United States
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EL
Ed Lynch
Colleague at Edward JonesDetroit Metropolitan Area, United States
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MW
Michael Watt
Colleague at Edward JonesSt Louis, Missouri, United States
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AD
Andrew Daudt
Colleague at Edward JonesGarden City, Idaho, United States
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RB
Rachel Bax
Colleague at Edward JonesToronto, Ontario, Canada
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MR
Mark Ramaekers, Chfc®, Clu®
Colleague at Edward JonesOmaha Metropolitan Area, United States
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DF
Danielle Floyd
Colleague at Edward JonesUnited States
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CD
Craig Dykstra
Colleague at Edward JonesClermont, Florida, United States
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YK
Yugandhar Kothakota
Colleague at Edward JonesSt Louis, Missouri, United States
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DM
Donna Muchowski
Colleague at Edward JonesKansas City, Missouri, United States
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Holly Wieckowicz
Colleague at Edward JonesMenomonee Falls, Wisconsin, United States
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EL
Ed Lynch
Colleague at Edward JonesDetroit Metropolitan Area, United States
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MW
Michael Watt
Colleague at Edward JonesSt Louis, Missouri, United States
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AD
Andrew Daudt
Colleague at Edward JonesGarden City, Idaho, United States
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RB
Rachel Bax
Colleague at Edward JonesToronto, Ontario, Canada
View →
MR
Mark Ramaekers, Chfc®, Clu®
Colleague at Edward JonesOmaha Metropolitan Area, United States
View →
DF
Danielle Floyd
Colleague at Edward JonesUnited States
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CD
Craig Dykstra
Colleague at Edward JonesClermont, Florida, United States
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YK
Yugandhar Kothakota
Colleague at Edward JonesSt Louis, Missouri, United States
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DM
Donna Muchowski
Colleague at Edward JonesKansas City, Missouri, United States
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3 education records
Matthew Valenti, Cfp® education
Doctor Of Philosophy, Psychology
University Of Tennessee-Knoxville
Bachelor Of Arts, Psychology
University Of Tennessee
High School Diploma
Montgomery Bell Academy
FAQ
Frequently asked questions about Matthew Valenti, Cfp®
Quick answers generated from the profile data available on this page.
What company does Matthew Valenti, Cfp® work for?
Matthew Valenti, Cfp® works for Edward Jones.
What is Matthew Valenti, Cfp®'s role at Edward Jones?
Matthew Valenti, Cfp® is listed as Financial advisor serving individual investors | Specializing in solutions for business owners, executives and retirees at Edward Jones.
What is Matthew Valenti, Cfp®'s email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Matthew Valenti, Cfp® at Edward Jones.
What is Matthew Valenti, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 323, 800, 314 for Matthew Valenti, Cfp® at Edward Jones.
Where is Matthew Valenti, Cfp® based?
Matthew Valenti, Cfp® is based in Knoxville Metropolitan Area, United States while working with Edward Jones.
What companies has Matthew Valenti, Cfp® worked for?
Matthew Valenti, Cfp® has worked for Edward Jones, Leadership Worth Following, Llc, Mcv Assessment, Air Force Resarch Lab, and United States Air Force.
Who are Matthew Valenti, Cfp®'s colleagues at Edward Jones?
Matthew Valenti, Cfp®'s colleagues at Edward Jones include Holly Wieckowicz, Ed Lynch, Michael Watt, Andrew Daudt, and Rachel Bax.
How can I contact Matthew Valenti, Cfp®?
You can use AeroLeads to view verified contact signals for Matthew Valenti, Cfp® at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Matthew Valenti, Cfp® attend?
Matthew Valenti, Cfp® holds Doctor Of Philosophy, Psychology from University Of Tennessee-Knoxville.
What skills is Matthew Valenti, Cfp® known for?
Matthew Valenti, Cfp® is listed with skills including Annuities, Business Retirement Plans, Education Savings, Individual Retirement Accounts, Life Insurance, Long Term Care Insurance, Portfolio And Retirement Plan Reviews, and Retirement Account Consolidation.
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