Matt Wormley, CFP®

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Managing Director – Investments
The Wormley Investment Group
11621 Catallpa Ln
Woodstock, IL 60098
Phone: 815-337-4485

As a CERTIFIED FINANCIAL PLANNER™ professional and Managing Director – Investments with Benjamin F. Edwards in Woodstock, IL, Matt works with his clients to help develop a financial plan to achieve long-term investment success.

Matt joined Benjamin F. Edwards as a Financial Advisor in 2013 and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2016. His addition to the Wormley Investment Group of Benjamin F. Edwards & Co. helps provide a unique blend of experience and youth, and clients can feel comfortable knowing Matt and his family will be there to support them for many years to come. The Wormley Investment Group offers a wide range of skills and levels of experience, and they all have their own specialties that allow them to have deep competency in these specific areas.

Luckily, Matt gets to work with his family every day, and this resonates throughout their practice and with their clients. Their team has been dedicated to serving their community for over 50 years, and they enjoy working with families like their own.

Matt and his wife, Alexis, have three children: John George, Charles, and Mary Elizabeth. Away from the office, he is an avid fisherman, and he also enjoys skiing and upland bird hunting.

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.