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.
Strategies for Wealth
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York as well as throughout the New England area. The firm was established 85 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Through our unique planning process, we offer a conversation to individuals and businesses that very few firms can initiate- a conversation encompassing a 360-degree perspective on our clients’ financial picture. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-102005 Exp. 5/22