Matthew Collier

Q: What is Matthew Collier email address?

Email Matthew Collier at colliermatthew81@gmail.com and matthew.collier@schwab.com. This email is the most updated Matthew Collier email found in 2026.

Q: How to contact Matthew Collier?

To contact Matthew Collier send an email to colliermatthew81@gmail.com or matthew.collier@schwab.com. If you want to call Matthew Collier try calling on +16092139420 and +16092138215. (updated on October 24, 2024)

Director - Schwab Wealth Advisory at Charles Schwab | Greater Philadelphia

About Matthew Collier

Matthew Collier serves as the Director of Schwab Wealth Advisory at Charles Schwab, where he leverages his extensive background in financial sales and strategic leadership to drive innovative investment solutions for clients. With a robust history of managing diverse teams across the country at esteemed firms such as Merrill Lynch and BlackRock, Matthew brings a wealth of expertise in Managed Products, Robo-Advisors, and a variety of investment vehicles, including Open End Mutual Funds, Closed End Funds IPOs, ETFs, and Alternatives.

In his current role, Matthew is instrumental in overseeing key projects that enhance the client experience within Schwab Wealth & Asset Management Solutions, the asset management arm of Charles Schwab. His leadership is pivotal in managing a substantial $2.6 trillion platform that empowers investors to make informed decisions through comprehensive investment research and tailored financial planning support. By focusing on asset allocation and retirement planning, he ensures that clients receive personalized guidance that aligns with their financial goals.

Matthew's proficiency is underscored by his impressive array of industry certifications, including Series 7, Series 66, Series 55, Series 9, Series 10, and Series 63, which equip him with a deep understanding of regulatory frameworks and investment strategies. His commitment to excellence in client service and strategic foresight positions him as a key player in the evolving landscape of wealth management, making him a trusted advisor for clients navigating complex financial decisions. Through his leadership, Matthew continues to foster a culture of innovation and client-centric solutions at Charles Schwab, ensuring that clients are well-equipped to achieve their financial aspirations.

Matthew Collier Work

Director - Schwab Wealth Advisory at Charles Schwab in November 2022 to Present

Vice President, Internal Sales Desk Manager at BlackRock in January 2018 to January 2022

Vice President, Division Sales Manager at Merrill Edge in January 2014 to January 2018

Matthew Collier Skills

Series 7

Series 66

series 55

About Matthew Collier's Current Company

Charles Schwab

Discover more about Charles Schwab

Frequently Asked Questions about Matthew Collier

What is Matthew Collier email address?

Email Matthew Collier at [email protected] and [email protected]. This email is the most updated Matthew Collier email found in 2026.

What is Matthew Collier phone number?

Matthew Collier phone number is +16092139420 and +16092138215.

How to contact Matthew Collier?

To contact Matthew Collier send an email to [email protected] or [email protected]. If you want to call Matthew Collier try calling on +16092139420 and +16092138215. (updated on October 24, 2024)

What company does Matthew Collier work for?

Matthew Collier works for Charles Schwab

What is Matthew Collier's role at Charles Schwab?

Matthew Collier is Director - Schwab Wealth Advisory

What industry does Matthew Collier work in?

Matthew Collier works in the Financial Services industry.