Matt Fetner
FINANCIAL ADVISORFINRA Series 7, 66, Insurance
Matt Fetner serves as a Financial Advisor at Kelley & Mullis Wealth Management and has more than 25 years of experience helping individuals, families, and business owners navigate important financial decisions with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ (CRPC®), he works with clients to develop personalized strategies for retirement planning, investment management, wealth preservation, and long-term financial well-being.
Prior to joining Kelley & Mullis Wealth Management in 2017, he served as a Senior Financial Consultant with TD Ameritrade. Earlier in his career, he was a Financial Advisor with Merrill Lynch and Ameriprise Financial.
Throughout his career, Matt has built long-term relationships with clients, many of whom have entrusted him with guiding multiple generations of their families. Much of his practice has grown through referrals from clients, their families, friends, and professional associates, a reflection of his commitment to providing exceptional service and professionalism.
He earned a Bachelor of Science degree in Finance from the University of Alabama and holds FINRA Series 7 and 66 registrations through LPL Financial, along with Alabama Life and Health/Variable Annuity insurance licenses.