Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor

Opal Wealth Advisors is pleased to announce that Matthew P. Krouse, AAMS has joined as a financial advisor, bringing more than 20 years of industry expertise to the firm.

“By joining Opal, advisors gain a powerful collaboration with other professionals. Matt’s strong background in finance and economics and his exceptional people skills add great value to our team. It’s a privilege to support him with all the resources he needs to really deliver for clients.”

“Welcoming new advisors into our firm is one of our highest priorities,” said Opal principal and co-founder, Lee Korn. “By joining Opal, advisors gain a powerful collaboration with other professionals. Matt’s strong background in finance and economics and his exceptional people skills add great value to our team. It’s a privilege to support him with all the resources he needs to really deliver for clients.”

HR Technology News: Inspirus Expands Leadership Team to Drive Growth and Extend Service Excellence

Having spent most of his career in institutional wirehouses, Krouse was eager to join Opal, an established independent registered advisor (RIA) based in Jericho, NY. He will be providing financial planning and investment guidance at Opal’s new Westchester County office in White Plains, NY.

HR Technology News: Comcast’s Internet Essentials Program and Goodwill Industries International Expand Workforce Development Efforts Nationwide

“At Opal I have access to advanced technology and a wide range of investment resources, as well as training and professional development,” said Krouse. “They offer the scale, products, and compliance oversight that my clients need. It’s a great feeling to be able to deliver high quality, independent financial solutions as a fiduciary serving my clients’ best interests.”

Before joining Opal, Krouse was a financial advisor at Edward Jones. While there, he served as a financial advisor support specialist and training leader. Previously, he was a financial analyst at Stern Stewart & Co., where he played a key role in helping to open their Southeast Asia headquarters. Krouse graduated from the University of Virginia in Charlottesville with a Bachelor of Science in commerce.

HR Technology News: INTOO USA Addresses Crucial COVID Era-Concerns Through Innovative Career Coaching Training Program

[To share your insights with us, please write to sghosh@martechseries.com]

Advanced TechnologyCollaborationFinancial AdvisorOpal Wealth Advisorspeople skills
Comments (0)
Add Comment