Moe Mathy

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Vice President – Investments
Benjamin F. Edwards - Naperville, IL
2056 Westings Avenue
Suite 360
Naperville, IL 60563

moe.mathy@benjaminfedwards.com
Phone: 331-814-2595


MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate you current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

A veteran of the financial services industry since 1988, I am passionate about providing my clients with personalized, comprehensive financial advice and portfolio management based on their specific goals and objectives.Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Naperville, IL, office.

Outside of work, I like to spend time with my wife, Yvonne, and our two children—Marc and Mary Kate. Whether it’s hiking, canoeing or just walking my dog, I enjoy being outdoors. As a Licensed Professional Counselor and meditation teacher, I like to study East Asian religions and meditation practices and integrate these areas into my volunteer work.

AREAS OF CONCENTRATION

  • Asset Allocation
  • Business Owners
  • Education Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning
  • Wealth Management

EDUCATION

  • Benedictine University, Master of Science Degree in Clinical Psychology
  • Keller Graduate School of Management, Master of Business Administration Degree
  • Earlham College, Bachelor of Science Degree

My Community Activities

  • Social Service Agency, Mental Health Care Counselor Volunteer