Matt Fetner is a financial advisor and consultant with over 15 years of experience in the financial services industry. He holds several professional licenses and designations. Fetner currently works as an investment consultant at TD Ameritrade where he provides holistic financial planning and advice to clients. Prior to his current role, Fetner worked as a financial advisor at Merrill Lynch and American Express advising both individual and business clients.

1. Matt Fetner
2621 Southview Place
Birmingham, AL 35216
205-563-8525
cmfetner1@gmail.com
Objective
To utilize strong inter-personal skills, entrepreneurial spirit, sales experience, and leadership ability to
attain short and long term goals for development of business operations.
Licenses and Appointments
Series 7
Series 66
Education
May 2005 – November 2006 College for Financial Planning
• Chartered Retirement Planning Counselor (CRPC®) recognizing expertise in retirement-
forecasting, tax laws, protection planning, estate transition concepts as well as asset
management for individuals and small business’
September 1996 – May 2000 University of Alabama
• B/S Finance, concentration in Banking/Financial Services
Minor in Political Science
Career History
November 2011-Present TD Ameritrade Investment Consultant
• Assess client goals and objectives in order to suggest appropriate services suited for particular
needs
• Deepen client relationships through holistic conversations, including current lifestyle needs,
employer pension options, social security analysis, health care cost assumptions, legacy
planning, and asset allocation risk/return modeling
• Utilize MoneyGuidePro© financial planning tool in order to identify gaps towards goals, to
develop ideas for improvement, as well as to create on-going accountability
• Understand various expertise of Registered Investment Advisors to assist with more
sophisticated or complex investment issues
• Cross sale available resources to enhance client experience including technical training, fixed
income resources, annuity options, as well as Investools© coaching and educational site

2. • Operate Salesforce© contact management for noting of client information and interactions
• Chosen to participate in national pilot program for development and enhancement of
proprietary financial planning tool
• Earned Year 1 Anniversary Award as recognition for having exceeded performance requirements
during first year in role
December 2004 –2011 Merrill Lynch Financial Advisor
• Integrated all aspects of individual and business clients’ financial picture including cash
management strategies, protection planning, retirement and investment planning, as well as
tax and estate
• Researched and recommended various assets types both on transactional and fee based
platforms
• Acquired Merrill Lynch Certified Financial Manager designation identifying knowledge in
proprietary tools as well overall financial planning strategies
• Utilized extensive client development, prospecting and consultative selling to high net worth
families and businesses
• Routinely trained on cutting edge strategies including separately managed accounts, mutual
funds, alternative investments, company retirement plans, and annuity products
• Recognized as member of top 150 financial advisors in the Southeast for 2008
• Received recognition in 2006 and 2008 for growth of total assets under management
August 2001- June 2003 American Express Financial Advisors Financial Advisor Coach
• Instructed new financial advisors on implementation of proprietary financial planning tools and
strategies
• Tracked and monitored progress of advisors during training periods
• Provided training in all areas of financial planning including marketing and strategy
implementation
• Recruited, interviewed, and recommended to management new financial advisor candidates
May 2000 – December 2004 American Express Financial Advisors Financial Advisor
• Implemented financial planning tools to grow and protect client assets
• Built client base using various marketing strategies including cold calling, seminars, and client
events
• Earned Presidents Recognition Award in 2001 and 2003 for demonstrating excellent advice and
client service
Personal
• Member, St. Stephens Episcopal Church
• Board Member, Coastal Conservation Association
• Past Volunteer, Birmingham Hospitality Network