CoverProfile

Matthew Kelly

Partner, Sr. Wealth Advisor

Ironwood Investment Counsel

United States, Arizona, Scottsdale

About Me

Matthew began his career in financial services in 2004. Prior to joining Ironwood Investment Counsel, Matthew was a relationship manager for Wilmington Trust Company, where he was responsible for the performance reporting and relationship management for institutional clients. Matthew holds a Masters in Business Administration degree from the University of Phoenix and Bachelor of Science degree in Global Business with a major in Financial Management from Arizona State University. He was awarded the CERTIFIED FINANCIAL PLANNER®certification in 2011 and is an active member of the Greater Phoenix chapter of the Financial Planning Association. Matthew also holds the Chartered Financial Analyst

View more

Profile Information

Partner, Sr. Wealth Advisor

Ironwood Investment Counsel

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

Aug 12, 2025

More profiles to browse

Profile Photo
Michael Lossing
Portfolio Manager
Profile Photo
Brian Jackson
Partner, Portfolio Manager
BG
Barrett Geist
Portfolio Manager and Senior Associate
BW
Bruce Williams
Partner

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University