Mathew Gallaspie Cfp Email & Phone Number | Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC. After completing my BA in business management and accounting, (Ohio Northern University 2007), I was a branch manager at a large bank for eight years. Moving to Edward Jones in 2014 has provided me with more options to help my clients and to pay my knowledge forward. I have served my firm in many different leadership roles: key leader, client solutions leader, secondary growth leader and level 3, 4 and 5 leader. I am currently mentoring another financial advisor in my office. I also received the Chartered Retirement Planning Counselor, CRPC, professional designation in 2018 and my CERTIFIED FINANCIAL PLANNER certification in 2022. My wife, Jamie, and I have been married for over 15 years and have six children. Originally from Lima, we moved our family to Wapakoneta in 2010. My office is located in Lima Ohio near the Allen county fairgrounds – on Harding Hwy right across the street from Daryl and Daryl's drive through. My branch office administrator, Krissy Knerr, has over seven years of experience helping people with their financial situations and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. I would be my pleasure to provide the answers to your questions so you can make informed, financially sound decisions. To discuss your situation and options. Please call or stop by my office, or visit www.edwardjones.com/mat-gallaspie for more information. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Mathew Gallaspie Cfp

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. M...
Lima, Ohio, United States

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Mathew Gallaspie Cfp’s Email mat.gallaspie@edwardjones.com

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Mathew Gallaspie Cfp’s Location Lima, Ohio, United States

Mathew Gallaspie Cfp’s Current Industry Edward Jones

Mathew Gallaspie Cfp’s Prior Industry Jpmorgan Chase

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Work Experience

Edward Jones

Financial Advisor

2014-12-01 00:00:00 - Present

Jpmorgan Chase

Vp - Branch Manager

2008-11-01 00:00:00 - 2013-08-01 00:00:00

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Languages

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FAQ About Mathew Gallaspie Cfp

Mathew Gallaspie Cfp is located at
Lima, Ohio, United States

Mathew Gallaspie Cfp is a Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC. After completing my BA in business management and accounting, (Ohio Northern University 2007), I was a branch manager at a large bank for eight years. Moving to Edward Jones in 2014 has provided me with more options to help my clients and to pay my knowledge forward. I have served my firm in many different leadership roles: key leader, client solutions leader, secondary growth leader and level 3, 4 and 5 leader. I am currently mentoring another financial advisor in my office. I also received the Chartered Retirement Planning Counselor, CRPC, professional designation in 2018 and my CERTIFIED FINANCIAL PLANNER certification in 2022. My wife, Jamie, and I have been married for over 15 years and have six children. Originally from Lima, we moved our family to Wapakoneta in 2010. My office is located in Lima Ohio near the Allen county fairgrounds – on Harding Hwy right across the street from Daryl and Daryl's drive through. My branch office administrator, Krissy Knerr, has over seven years of experience helping people with their financial situations and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. I would be my pleasure to provide the answers to your questions so you can make informed, financially sound decisions. To discuss your situation and options. Please call or stop by my office, or visit www.edwardjones.com/mat-gallaspie for more information. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.