Mathew Greene

Background

About Mathew Greene

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. I am committed to recommending high quality investments, at a risk level you are comfortable with and with full transparency of fees. By partnering closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you. This includes helping families and business owners organize, build, protect and transfer wealth. In 2012, I joined Edward Jones as a financial advisor. Originally from Brown County, I graduated from Fayetteville High School. I attended Otterbein University and graduated cum laude with a bachelor’s degree, majoring in business administration with a concentration in both economics and marketing. I spent a semester in the Netherlands studying economics at Maastricht University. I’ve continued my education by earning the AAMS® designation and, in 2020, earning the CFP® designation from The Certified Financial Planner Board of Standards Inc. Additionally, I hold a Series 7 and Series 66 securities registration and an insurance license. Investing in our community is very important to me. I am a past president, and current member, of the Hillsboro Rotary Club and a graduate of the 2018-2019 Leadership Highland program. In addition to my role as a financial advisor with Edward Jones, I currently lead our client solutions team, where we focus on helping each branch team deliver the ideal client experience. In my spare time I enjoy playing basketball, hiking and For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see