Matthew Preddy

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

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Last updated: 2024-11-22
Updated: 2024-11-22

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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 4 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

Frequently Asked Questions

What is Matthew Preddy's email address?

SignalHire found a verified business email address for Matthew Preddy: p**@rwbaird.com.

What is Matthew Preddy's phone number?

SignalHire found a verified phone number for Matthew Preddy: +1-***-***-6681.

How do I contact Matthew Preddy at Baird?

You can reach Matthew Preddy through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Matthew Preddy's professional background?

Matthew Preddy has 22 years of professional experience. They have held roles including Director, Financial Planning, Investment Consultant, and Financial Advisor at companies such as Edelman Financial Engines, TD Ameritrade, and UBS. Their education includes Chartered Retirement Planning Counselor from College for Financial Planning, and Bachelor of Arts from Randolph-Macon College.

Is Matthew Preddy's contact information up to date?

Yes. Matthew Preddy's SignalHire profile was last updated on 22 November 2024, reflecting their current position as Director, Financial Planner at Baird in Milwaukee, WI, United States.

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