Matthew Cheney, CFP®, CPWA®, CIMA®
Senior Wealth Advisor at Hunt Valley Wealth- Claim this Profile
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Bio
Experience
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Hunt Valley Wealth
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Financial Services
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1 - 100 Employee
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Senior Wealth Advisor
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Mar 2013 - Present
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Connectus Wealth Advisers
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Advisor
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Jan 2021 - Present
Our mission is to deliver personalized advice through a collaborative alliance of experienced, trusted professionals. Through this alliance we help people build wealth, enjoy what they've worked hard for, and leave a legacy they can be proud of. Our goal is to support your entire financial life. Our mission is to deliver personalized advice through a collaborative alliance of experienced, trusted professionals. Through this alliance we help people build wealth, enjoy what they've worked hard for, and leave a legacy they can be proud of. Our goal is to support your entire financial life.
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Account Executive
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Apr 2010 - Dec 2012
Other positions held: Financial Representative Private Client Specialist Investment Representative Other positions held: Financial Representative Private Client Specialist Investment Representative
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MetLife Securities, Inc.
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United States
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Investment Banking
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Financial Planner
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Jun 2008 - Apr 2010
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Ameriprise Financial Services, Inc.
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United States
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Investment Banking
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1 - 100 Employee
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Financial Advisor
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Sep 2004 - May 2008
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Education
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2000 - 2004
Loyola University Maryland
Bachelor of Business Administration (BBA), Management
Community
