Matthew Manning II, CFP

Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Family Wealth Advisor

Contact Me
Matthew Manning II, CFP


CFP - Certified Financial Planner

My Story and Services


I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Access to Private Banking >

Services Include

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Corporate Retirement Plans

Securities Agent: CA, CO, DE, FL, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1290401

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 2016 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2017)
  • 2015 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2016)
  • 2014 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2015)
  • 2013 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2014)
  • 2012 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2013)
  • 2011 "FIVE STAR Wealth Manager" - Crescendo Business Services
    (Baltimore Magazine, February 2012)
  • 2010 "Rotarian of the Year" - SYC Rotary Club

Experience & Education


•2010: Morgan Stanley
Vice President, Financial Advisor

•2002 - 2010: UBS Financial Services, Inc.
Vice President, Financial Advisor

•2000 - 2002: Allfirst Brokerage Corp.
Financial Services Representative


•Bachelor of Science Degree - Towson University

•Certified Financial Planner™ - Certified Financial Planner™ Board of Standards, Inc.

•Family Wealth Advisor - Morgan Stanley

•Portfolio Manager - Morgan Stanley

•Series 7- General Securities Representative Exam 

•Series 6 - Investment Company and Variable Contracts Products Representative Examination 

•Series 63 - Uniform Securities Agent State Law Examination

•Series 66 - Uniform Combined State Law Examination

•Life, Health, Variable, and Long Term Care Insurance Licensed



  • Make-A-Wish, Mid-Atlantic - Wish Granter and Committee Chairperson
  • Dallastown Area Educational Foundation - Chairman
  • Southern York County YMCA - Past Board Member
  • Southern York County Rotary Club - Past President

Client Service Team

Client Service Team

Sarah Singh

Client Service Associate



  • 303 International Circle Ste 500
  • Hunt Valley, MD 21030


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Matthew Manning II, CFP today.

    Dow    -44.96


    Nasdaq    -19.01


    S&P 500    -5.01

    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures