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Matthew J. Liston

Matthew J. Liston

Financial Advisor

Matthew J. Liston began his career with Edward Jones in 2016 after working for years as an engineer in the automobile industry. He left so he could apply his problem-solving skills to helping individuals, families, and small business owners plan their financial future. He can take complex concepts and break them down so clients can understand and be assured that they are getting the financial advice that is right for them.

Matt affiliated with Michigan Financial Companies in October of 2018 where he is a financial advisor and Lawrence J. Stack's legacy.

Early in 2018, he was named "Volunteer of the Year" for the Royal Oak Chamber of Commerce. He founded and chairs "The Alpha Group," a networking group that helps new chamber members become acclimated to the businesses in and around Royal Oak. Here they can learn how to grow their business through community and networking. He also sits on the board of directors as well as multiple committees, including serving as the head of the Ambassador Committee.

He also does volunteer work for his church, National Shrine of the Little Flower Basilica. He is a member of the Knights of Columbus and is the alternate for the church's parish council. 

Education & Professional Qualifications

  • University of Michigan, 2002
    • Bachelors of Science and Engineering - Industrial and Operations Engineering
  • Securities licenses:
    • FINRA Series 7
    • FINRA Series 66
  • State of Michigan Insurance Resident Producer
    • Life, Accident, and Health
    • Variable Annuities

Personal Data

Matt married his wife, Becky, in 2016 and they have a daughter, Maya. They like to go to as many Tigers, Red Wings, and Wolverines games as they can. When they’re not watching sports, you can usually find them on the softball field, golf course, or taking their Boston Terrier, Paisley, for a family run.

Value Statement

I feel people work with me because I first get to know them with a goal of inspiring them to pursue their vision for the future which I believe results in confidence and clarity in the pursuit of their goals for themselves and the people for whom they care.