As Director of Planning, Matthew Jones serves the relationships of Brooks Financial Group on many levels, regularly collaborating with other Directors of Planning and Advisors. Matthew is responsible for facilitating client service requests, processing new business, and preparing materials for relationship review meetings. He also collaborates with other BFG team members on new financial plans and financial plan updates.
Matthew joined Brooks Financial Group in September 2022. His path with the company will always be a unique one, given that Matthew was the first recruit to enter Brooks Financial Group’s Apprenticeship Program. Driven, focused, and eager to learn, Matthew was a perfect candidate. During his first six months of the program, Matthew worked closely with Founders Financial, Inc., where he gained a strong understanding of financial planning, the industry, company culture, back-office processes, and technologies that support the success of BFG. This experience allowed for a very smooth and skillful transition into his current role as Director of Planning.
When asked what he enjoys most about Brooks Financial Group, Matthew said, “It’s the people. Everyone here truly cares about each other and our relationships. Everyone here is free and encouraged to be their unique self and live that every day. While everyone is different and unique, there is a strong set of underlying values that binds this group together.” Matthew also appreciates the care that goes into every relationship the company serves. “The only product BFG sells to our relationships is a commitment to our mission and the promise of excellent service and care,” said Matthew. “For our relationship, it is important to know that they have an entire team dedicated to serving their dreams and goals.”
Matthew holds his Series 7 license and with an eye towards the future, he plans to be working in an advisory role at BFG within the next five years.
Matthew attended Calvert Hall College High School and is a graduate of Loyola University where he earned both his BS in Finance and an MBA. Matthew lives in Baldwin, Maryland and has a wide range of interests including hiking, gardening, Baltimore sports, travel, and golf.