Matthew Preddy, CRPC, is a financial planning professional with extensive experience in the financial services industry. They served as a Financial Advisor at Waddell & Reed and UBS Wealth Management before becoming an Investment Consultant at TD Ameritrade. Currently, Matthew holds the position of Director of Financial Planning at Edelman Financial Engines and is also a Director, Financial Planner at Baird. They earned a Bachelor of Arts in Economics and Business, with a Minor in Mathematics from Randolph-Macon College, and obtained a Chartered Retirement Planning Counselor designation from the College for Financial Planning.
Location
Richmond, United States
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