Matthew Preddy: Email & Phone Number

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Director, Financial Planner at Baird|Richmond, Virginia, United States

Position:

Director, Financial Planner at Baird

Location:

Richmond, Virginia, United States

View Matthew Preddy's Email

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Last updated: 2024-11-22

Updated: 2024-11-22

Found email addresses for Matthew Preddy:

Business emails:

p**@rwbaird.com

Found phone for Matthew Preddy:

+1-***-***-6681

A different Matthew Preddy?

Work Experience 22 years

Director, Financial Planner at Baird

Oct 2024 - Current

Director, Financial Planning at Edelman Financial Engines

Sep 2014 - Oct 2024

Investment Consultant at TD Ameritrade

Aug 2007 - Aug 2014

Financial Advisor at UBS

Apr 2006 - Jul 2007

Financial Advisor at Waddell & Reed

Jul 2004 - Apr 2006

Matthew Preddy started working in 2004, then the employee has changed 4 companies and 3 jobs. On average, Matthew Preddy works for one company for 4 years 5 months.

Their professional focus is 401k, Account Management, and Alternative Investments across 3 core areas.

Education

Chartered Retirement Planning Counselor at College for Financial Planning

Bachelor of Arts at Randolph-Macon College

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