Matt Jablonski

Matt Jablonski, CFP®

Associate Wealth Management Advisor

matthew.jablonski@nm.com

414-203-6016

Education & Designations

  • University of Wisconsin-Milwaukee – Bachelor of Business Administration-Finance
  • Investment Management Consultants Association® – Certified Investment Management Analyst Designation (CIMA® 
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) certification
  • Series 7 and 66 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses

Professional History

As an Associate Wealth Management Advisor, Matt is responsible for guiding clients through our financial planning process, conducting review meetings, and managing client relationships. Matt specializes in investment management, capital markets, and is a member of our investment committee which focuses on portfolio construction and positioning. Prior to joining the team in 2009, Matt began his career in various investment management roles working for U.S. Bank, followed by Russell Investments.

Personal

Matt resides in the North Shore area with his wife Jenny-Rae and two sons Mason & Tyler. In his free time, he enjoys being with his family, watching sports, fishing, playing golf, and pheasant hunting.


Jerry David, MBA, CLU®, CFP®, AEP®
Wealth Management Advisor


Prescient Financial Solutions

 

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