Matt Wormley, Cfp ®
AeroLeads people directory · profile

Matt Wormley, Cfp ® Email & Phone Number

Financial Advisor, Managing Director - Investments at Benjamin F. Edwards & Co. at Benjamin F. Edwards & Co.
Location: Woodstock, Illinois, United States 2 work roles 1 school
1 work email found @benjaminfedwards.com 2 phones found area 970 and 310 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email m****@benjaminfedwards.com
Direct phone (970) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Benjamin F. Edwards & Co.
Role
Financial Advisor, Managing Director - Investments at Benjamin F. Edwards & Co.
Location
Woodstock, Illinois, United States
Company size
340 employees

Who is Matt Wormley, Cfp ®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Matt Wormley, Cfp ® is listed as Financial Advisor, Managing Director - Investments at Benjamin F. Edwards & Co. at Benjamin F. Edwards & Co., a company with 340 employees, based in Woodstock, Illinois, United States. AeroLeads shows a work email signal at benjaminfedwards.com, phone signal with area code 970, 310, and a matched LinkedIn profile for Matt Wormley, Cfp ®.

Matt Wormley, Cfp ® previously worked as Financial Consultant at Benjamin F. Edwards & Co. and Alliance Director - Capital Markets, Banking and Insurance at Accenture. Matt Wormley, Cfp ® holds Bachelor Of Science, Marketing from Bradley University.

Company email context

Email format at Benjamin F. Edwards & Co.

This section adds company-level context without repeating Matt Wormley, Cfp ®'s masked contact details.

*@benjaminfedwards.com
71% confidence

AeroLeads found 1 current-domain work email signal for Matt Wormley, Cfp ®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Matt Wormley, Cfp ®

As a CERTIFIED FINANCIAL PLANNER™ professional and Vice President - Investments with Benjamin F. Edwards in Woodstock, IL, I work with my clients to help develop a financial plan to achieve long-term investment success.I joined my father and brother as a Financial Consultant in 2013 and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2016. My addition to the Wormley Team helps provide a unique blend of experience and youth, and clients can feel comfortable knowing we’ll be here to support them for many years to come. We offer a wide range of skills and levels of experience, and we all have our own specialties that allow us to have deep competency in these specific areas.Luckily, I get to work with my family every day, and this resonates throughout our practice and with our clients. We have been dedicated to serving our community for a combined 70 years, and we enjoy working with families like ours. My wife, Alexis, and I have three children: John George, Charles, and Mary Elizabeth. Away from the office, I’m an avid fisherman, and also enjoy skiing and upland bird hunting.I am currently accepting new clients and appreciate your referrals. I welcome the opportunity to meet with you to learn about your specific situation and explore whether I can be of benefit to you. Please contact me by email at matt.wormley@benjaminfedwards.com or by phone at (815) 337-4485.Matthew Wormley CA Ins. Lic #OI26648

Current workplace

Matt Wormley, Cfp ®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Benjamin F. Edwards & Co.
Benjamin F. Edwards & Co.
Financial Advisor, Managing Director - Investments at Benjamin F. Edwards & Co.
st. louis, missouri, united states
Website
benjaminfedwards.com
Employees
340
AeroLeads page
Company profile
View company profile Email format
2 roles

Matt Wormley, Cfp ® work experience

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

Alliance Director - Capital Markets, Banking And Insurance

Accenture

Greater Chicago Area

Aug 2002 - Jan 2013
Team & coworkers

Colleagues at Benjamin F. Edwards & Co.

Other employees you can reach at benjaminfedwards.com. View company contacts for 340 employees →

GZ Greg Zini, Cfp® Greg Zini, Cfp® Colleague at Benjamin F. Edwards & Co. Concord, New Hampshire, United States, United States View → CM Clay Mcconnell Clay Mcconnell Colleague at Benjamin F. Edwards & Co. Ridgeland, Mississippi, United States, United States View → DP Dan Pietroburgo, Cfp®, Mba Dan Pietroburgo, Cfp®, Mba Colleague at Benjamin F. Edwards & Co. Springfield, Illinois, United States, United States View → BD Baylee Demers Baylee Demers Colleague at Benjamin F. Edwards & Co. United States, United States View → CS Cheyanne Smith Cheyanne Smith Colleague at Benjamin F. Edwards & Co. Greater Saginaw-Midland-Bay City Area, United States View → BR Brian Rubin Brian Rubin Colleague at Benjamin F. Edwards & Co. Baltimore, Maryland, United States, United States View → KB Kim Bowers Kim Bowers Colleague at Benjamin F. Edwards & Co. Chattanooga, Tennessee, United States, United States View → CG Chris Gant Chris Gant Colleague at Benjamin F. Edwards & Co. Greater Reno Area, United States View → CM Carla Munton Carla Munton Colleague at Benjamin F. Edwards & Co. St Louis, Missouri, United States, United States View → BH Bill Hornbarger Bill Hornbarger Colleague at Benjamin F. Edwards & Co. St Louis, Missouri, United States, United States View →
1 education record

Matt Wormley, Cfp ® education

FAQ

Frequently asked questions about Matt Wormley, Cfp ®

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

What company does Matt Wormley, Cfp ® work for?

Matt Wormley, Cfp ® works for Benjamin F. Edwards & Co..

What is Matt Wormley, Cfp ®'s role at Benjamin F. Edwards & Co.?

Matt Wormley, Cfp ® is listed as Financial Advisor, Managing Director - Investments at Benjamin F. Edwards & Co. at Benjamin F. Edwards & Co..

What is Matt Wormley, Cfp ®'s email address?

AeroLeads has found 1 work email signal at @benjaminfedwards.com for Matt Wormley, Cfp ® at Benjamin F. Edwards & Co..

What is Matt Wormley, Cfp ®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 970, 310 for Matt Wormley, Cfp ® at Benjamin F. Edwards & Co..

Where is Matt Wormley, Cfp ® based?

Matt Wormley, Cfp ® is based in Woodstock, Illinois, United States while working with Benjamin F. Edwards & Co..

What companies has Matt Wormley, Cfp ® worked for?

Matt Wormley, Cfp ® has worked for Benjamin F. Edwards & Co. and Accenture.

Who are Matt Wormley, Cfp ®'s colleagues at Benjamin F. Edwards & Co.?

Matt Wormley, Cfp ®'s colleagues at Benjamin F. Edwards & Co. include Greg Zini, Cfp®, Clay Mcconnell, Dan Pietroburgo, Cfp®, Mba, Baylee Demers, and Cheyanne Smith.

How can I contact Matt Wormley, Cfp ®?

You can use AeroLeads to view verified contact signals for Matt Wormley, Cfp ® at Benjamin F. Edwards & Co., including work email, phone, and LinkedIn data when available.

What schools did Matt Wormley, Cfp ® attend?

Matt Wormley, Cfp ® holds Bachelor Of Science, Marketing from Bradley University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.