Matt Fetner

FINANCIAL ADVISORFINRA Series 7, 66, Insurance

Matt Fetner serves as a Financial Advisor at Kelley & Mullis Wealth Management. Matt has helped individuals and businesses develop wealth management and retirement solutions since 2000. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and also holds the Chartered Retirement Planning Counselor Designation (CRPC®).

Matt helps clients build a solid foundation on which to make their financial decisions with greater confidence and clarity. Before any financial decisions are made, he considers a person’s situation by taking the time to fully understand who they are, their needs, and what matters most to them and their family. With this intimate knowledge about what matters most, Matt is able to help establish a course of action and strategies for implementation and review. This is a plan to improve their personal outcomes and connect all the pieces of their financial life. Matt recognizes that his ultimate responsibility to clients is to make their lives better. The greatest compliment Matt receives is when his clients refer him to their friends and families and he treats this confidence with the utmost respect.

Prior to joining Kelley & Mullis Wealth Management in 2017, Matt served as a Senior Financial Consultant for TD Ameritrade for five years. Previously, he spent seven years as a Financial Advisor with Merrill Lynch and three years as a Financial Advisor with Ameriprise Financial. He holds Series 7 & 66 FINRA licenses, as well as Alabama Life and Health/Variable Annuity insurance license.

Matt earned his degree in Finance from the University of Alabama in Tuscaloosa, AL. He now lives in Birmingham, AL with his wife, Betsy, and daughter, Reese.

Return to Team Listing

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418


Get Directions

Compliance Standards

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).