Matt Jory

Strategic Wealth Advisor

Matt Jory is a Strategic Wealth Advisor at McAdams Group, LLC., a full service financial advisory firm in Memphis, TN.

Education / Credentials:

FINRA Series 7 and Series 66
CFP(®)
ChFC(®)
Life and Health License
University of California, Santa Barbara: Business Economics w/ an Emphasis on Accounting
Northwestern Mutual: Financial Advisor
Fidelity Investments: Vice President, Wealth Planner

Knowledge:

Retirement Income Planning, Investment Strategy, Risk Management, Holistic Financial Planning

Passions:

I love helping clients build reliable and successful retirement income plans using our proprietary income strategies. It’s rewarding to provide solutions that give them confidence and security in their financial future.

My wife and I have a goal to hike Mount Rainier in 2028. We have two retired greyhounds, Valkyrie and Billy

Favorite Quote:

A failure to plan is a plan to fail.

McAdams Group, LLC, is a full-service financial firm dedicated to helping those in the Memphis area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement. www.sec.gov Brokercheck

Contact Us

98 Timber Creek Drive Cordova, TN 38018

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