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.