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Matthew Schell, CFP®, CRPC™

Matthew Schell, CFP®, CRPC™

Senior Financial Advisor, First Vice President

Followers of Matthew Schell, CFP®, CRPC™637 followers
location of Matthew Schell, CFP®, CRPC™Jenkintown, Pennsylvania, United States

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  • Timeline

  • About me

    First Vice President, Senior Financial Advisor

  • Education

    • University of Pittsburgh

      1993 - 1998
      Bachelor's Degree

  • Experience

    • Merrill Lynch

      Feb 2006 - now
      Senior Financial Advisor, First Vice President

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      May 2011

    • Certified Financial Planner

      CFP Board of Standards
      Aug 2017

    • Personal Investment Advisor

      Merrill Lynch Internal
      Feb 2014