| Name | Matthew Siegel,AIF® |
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| Company / Title | Millstone River Wealth Management, LLC / Managing Principal |
| Address | Marlton Office: 701 Route 73 North Suite 4 Marlton, NJ 08053-3466 |
| Address 2 | Manasquan Office: 2317 Highway 34, Suite 1B, Manasquan, NJ 08736-1443 |
| Phone | 856-446-4700 |
| Website | https://www.millstone-river.com/ |
| Email Address | [email protected] |
| Biography |
Sound advice, financial planning & protection
Matt is the managing principal of Millstone River Wealth Management. He provides comprehensive financial strategies for clients, including retirement plans, investment advisory management, and risk management. He began his financial services career in 1993 after having graduated from Rutgers University. Matt holds FINRA Series 7, 24, and 66 securities registrations and life and health insurance licenses in several states. As Trustee with the CentraState Healthcare Foundation, Matt supports the mission and raises funds for exceptional healthcare at the CentraState Healthcare System. He works as a volunteer crisis counselor helping people when they need it most. His community and civic roles include long-term service on boards of directors for multiple non-profit organizations. Matt is an amateur photographer and an avid reader. Matt was raised in Hoboken and currently resides in Millstone with his wife and daughter – or wherever the family motorhome is parked. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency. Organizations and Awards: March of Dimes Board of Directors, Past Chairman Crisis Text Line, Volunteer Crisis Counselor Monmouth-Ocean Development Council, Executive Committee and Board of Directors Monmouth Camera Club, Member Millstone Township Foundation for Educational Excellence, Past President Jersey Shore Aquarium Society, Lifetime Member, Past President Corporate Resource Alliance, Board of Directors and Past President |
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