Edward Jones - Financial Advisor: Matthew S Burkey, CEPA®|AAMS®

Matthew S Burkey is a Financial Advisor with Edward Jones in Lynchburg, VA, specializing in estate planning, retirement strategies, and business succession planning. As a Certified Exit Planning Advisor® (CEPA®) and Accredited Asset Management Specialist™ (AAMS®), he works with entrepreneurs, business owners, and individuals to develop comprehensive wealth and retirement income strategies. His focus areas include charitable giving, business retirement plans, and legacy planning.