Suggestions
- Matt Kelley -
Head of Business Development SA Stone Wealth Management (a StoneX Group company)
Matt Kelley is an experienced team player with a successful track record in relationship management, strategy development, and territory and team leadership.
He has worked in both large and small organizations within the financial services and investment advisory sectors, focusing on key metric driving, advisor practice management, and back office operations.
Matt holds Series 7, 24, 65, and 53 licenses and has a Bachelor of Arts in Business Administration from Thomas More College.
His previous roles include Head of Business Development at SA Stone Wealth Management, VP Sales and Business Development at Cetera Advisor Networks LLC, VP Branch Development at Ameriprise Financial Services, Inc., Director roles at WRP Investments Inc and Brecek & Young / Donahue Securities, and Annuity, Advisor and BD Service at Great American Financial Resources.
