Matt Melton (Edward Jones)

Matt Melton (Edward Jones)

  Phone: (+1) 571-203-0596   Address: 12950 Worldgate Dr Ste 175 Herndon, VA - 20170, US

A piece of advice an early mentor gave to me was that you can never stop learning. This advice has served me well throughout my career, and I have used it as a guidepost while running my practice. That is why I work so hard in order to deliver solutions tailored to the individual, and not "one-size-fits-all" financial strategies.

A piece of advice an early mentor gave to me was that you can never stop learning. This advice has served me well throughout my career, and I have used it as a guidepost while running my practice. That is why I work so hard in order to deliver solutions tailored to the individual, and not "one-size-fits-all" financial strategies.

From planning and executing a successful retirement strategy, to opening your first investment account; my practice is here to hold your hand every step of the way. Using an established process, I start by learning where you are in life, and then apply my own knowledge and experience to create a personalized strategy matching your goals.

Frequently I help clients with:
- Planning for retirement
- Saving for college
- Putting together an investment portfolio
- Reviewing an existing investment portfolio
- Insurance and annuity needs
- Understanding your employee stock option plan
- Transferring a retirement plan to a new employer

In order to stay true to the mantra of delivering a strategy to fit all your financial needs, I also partner with accountants, attorneys and other trusted professionals to create a comprehensive financial blueprint. If you ask me a question, I will answer it truthfully and to my best ability. If I don't know the answer, I will find someone that does. My practice strives to be able to meet your unique needs.

When I am not helping families with this important work, you can find me fishing, golfing or hiking some of the many trails found in the Washington, D.C. area.

Name Title Phone Bio
Matt Melton Financial Advisor
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