J. Matthew Calligan

Current

• Wealth Management Advisor at UBS Financial Services

Education

• Virginia Commonwealth University - School of Business
• Allegany College

Recommended

3 people have recommended J. Matthew

Connections

59 connections

Industry

Financial Services

J. Matthew Calligan’s Summary

I am part of a team of Financial Advisors that creates strategies to keep your money safe through these difficult times.

When you ask a financial advisor "Am I going to be ok?" the answer should not involve a pie chart or financial jargon. The world is adrift in technical experts; good communicators are in short supply. My teams responsibility is effectively communicating with and understanding you.

J. Matthew Calligan’s Specialties:

Retirement Funds in Motion, Wealth Planning, Risk Management, Estate Planning, Tax Management, and Philanthropy

J. Matthew Calligan’s Education

• Virginia Commonwealth University - School of Business

  Finance , Financial Planning - Cum Laude , 2003 — 2006

  Received Distinguished Service Award in Finance from Dean, Michael Sesnowitz of the School of Business and Dr. David Upton, Chairman of the Finance Department at VCU
  Graduated with honors, Deans list - 2004-2006

  Activities and Societies:

  Founding President - VCU chapter of Financial Planning Association
  Secretary-2003, Treasurer-2004, Financial Management Association

• Allegany College

  Psycology 1998 — 2000