• Stifel

    About Us

    A native of Southeastern Connecticut, Matthew earned a bachelor’s degree from Boston
    University. He began his investment career with Stifel’s Phoenix, Arizona, office, where he
    served as a member of a three-person team. He has earned the Accredited Investment
    Fiduciary® designation, the CERTIFIED FINANCIAL PLANNER® certification, and holds
    Series 7 and Series 66 securities licenses, as well as life, health, and variable insurance
    licenses (including annuities).
    Matthew serves as an officer on the board of directors of the Child & Family Agency of
    Southeastern Connecticut. He is also a board member of the Mystic Naik Branch YMCA.

    Highlights

  • Chamber Champions 2021

  • Diamond Sponsor:

  • Platinum Sponsors: