Matthew Dollins
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Retirement withdrawal strategies
Business ownership considerations
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Audrey D
CFP®, Series 66
Granbury, TX
Edward Jones
Leah P
Series 66
Cleburne, TX
Edward Jones
David S
Series 66
Alvarado, TX
Edward Jones
Amy S
Series 66
Alvarado, TX
Merrill
Amy Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families pursue their long-term financial goals through personalized wealth management strategies. Her client specialties include family wealth management, women and wealth, and retirement income planning. Amy emphasizes detailed planning, disciplined and diversified portfolio construction, and defined rebalancing targets while recognizing that market timing is generally not a successful long-term strategy. Amy holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Burleson High School. She is committed to community involvement and volunteers with the Johnson County Court Appointed Special Advocate (CASA) program. Outside of her professional work, Amy enjoys boating, gardening, and horseback riding.
Lane H
Series 66
Joshua, TX
Edward Jones
Alyssa D
Series 66
Cleburne, TX
Edward Jones
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