Skip to content

2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Matthew Daly

I am an experienced financial professional with over 20 years in the institutional investment world. As an Edward Jones financial advisor, I create a collaborative environment with our clients to generate successful long-term relationships. My...

ABOUT MATTHEW

I am an experienced financial professional with over 20 years in the institutional investment world. As an Edward Jones financial advisor, I create a collaborative environment with our clients to generate successful long-term relationships. My experience in the financial markets allows me to develop effective individual solutions for a wide range of situations. We focus on growing your assets, guiding your retirement process, education funding and protecting your assets for future generations.


Prior to joining Edward Jones, I worked for Morgan Stanley, UBS and Credit Suisse developing investment strategies, ideas and products for large sophisticated institutional investors. I was also a founding partner in a startup investment company that focused on sustainable and ESG investing and developed financial products for Bloomberg.


I received my bachelor's degree in economics and international studies from Muhlenberg College in Allentown PA, where I am an active alumnus and treasurer of the alumni board. I am involved with several philanthropic organizations including The Bowery Mission, Safe Horizon and our children's schools.


I have lived in the Northern NJ/NYC area my entire life but have been lucky enough to travel the world as well. My wife and I are both from the area and are excited to raise out two boys here. Cooking is a strong personal interest of mine.

HAVE QUESTIONS? WE'RE HERE TO HELP