Matthew J. Liston began his career with Edward Jones in 2016 after working for years as an engineer in the automobile industry. He left so he could apply his problem-solving skills to helping individuals, families, and small business owners plan their financial future. He can take complex concepts and break them down so clients can understand and be assured that they are getting the financial advice that is right for them.
Matt affiliated with Michigan Financial Companies in October of 2018 where he is a financial advisor and Lawrence J. Stack's legacy.
He is very active in his community of Royal Oak. He is on the St. Mary’s Catholic School Athletic Board, as well as coaches his daughter’s t-ball and soccer teams. He has volunteered and raised money for various non-profit organizations such as the American Cancer Society, the Leukemia & Lymphoma Society, and Common Ground.
Education & Professional Qualifications
- University of Michigan, 2002
- Bachelors of Science and Engineering - Industrial and Operations Engineering
Securities licenses
- CERTIFIED FINANCIAL PLANNER (CFP®)
- FINRA Series 7
- FINRA Series 66
- State of Michigan Insurance Resident Producer
- Life, Accident, and Health
- Variable Annuities
Personal Data
Matt married his wife, Becky, in 2016 and they have a daughter, Maya. They like to go to as many Tigers, Red Wings, and Wolverines games as they can. When they’re not watching sports, you can usually find them on the softball field, golf course, or taking their Boston Terrier, Paisley, for a family run.
People work with me because I guide them to pursue their vision for their future. I endeavor to understand what is most important in their lives. I strive to maintain the highest level of professionalism and service. The benefit is the confidence and clarity they develop in the pursuit of their goals for themselves and the people they care about.
Client Access
equipt
View your investment account information (including balances, holdings, activity, order statuses, and profile information) and establish eDelivery preferences for various account-related communications.eMoney
Track everything you have in one convenient location (even outside accounts that you may have through your employer, other financial professionals and bank accounts). Utilize the vault for secure storage of important documents.Insurance companies
What We Do