Matthew Connell
Matthew Connell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a trustee of a trust that owns MSC Consulting LLC, a marketing consulting firm. He is also a licensed agent selling fixed rate insurance products and services for UMB Insurance, dedicating a few hours per week, and a financial services professional for UMB Bank, dedicating nearly full-time hours. Finally, Matthew works part-time at Big 3 Sports Cards.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations40 states
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