Strategies for Wealth
Matt Burnell is a seasoned financial professional with extensive experience in investment analysis, credit research, and financial advisory roles. Currently serving as a Financial Representative at Strategies for Wealth since April 2020, Burnell specializes in designing tailored financial roadmaps that support clients' goals and simplify their financial lives. Prior to this role, Burnell worked as a Research Analyst and Industry Consultant at Financial Research Advisors, where expertise in financial institutions analysis and investor relations was demonstrated. Burnell’s career also includes significant positions at Wells Fargo as a Senior Equity Analyst and Senior Credit Analyst, as well as similar roles at Merrill Lynch and Credit Suisse First Boston. Burnell holds an MBA in Finance and Marketing from Northwestern University's Kellogg School of Management and a BA in Political Science from Amherst College.