Broker Check
Marie Keefe

Marie Keefe

(203) 743-0131 ext. 13

marie@matsonfinancialadvisors.com

I have two wonderful teenage daughters and enjoy spending time with them and my extended family, especially at the beach.  I  love to go to Cape Cod and North Carolina whenever I get the chance and I enjoy playing in the water and waves with her daughters, searching for seashells along the bay, biking or walking on the Cape Code Bike Path and watching sunsets from the Oak Island Pier.

I started working with the firm in 2008 in the Litchfield office with David Wilson and moved to the Danbury office in 2011. Prior to joining MFA, I worked as an advisor with Edward Jones for 2 years and spent 10 years with The Hartford. I work with the other firm advisors to provide the advisors with unique, individualized strategies specific to each client's goals and objectives. I assist with the implementation of these strategies for our advisors and work with team members to monitor economic trends, holdings in client portfolios and reallocation of client assets on behalf of our advisors where necessary.

I am a non-producing Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.