MY MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
As a Financial Advisor with Morgan Stanley since 1995, Matthew concentrates on the financial needs of high net worth individuals by helping them develop strategies to manage their personal wealth. With over 20 year experience he promotes a long term approach to investing and emphasizes financial planning to help clients determine their financial needs and risk tolerance. He has built his career on three principles: putting clients’ interests first, providing exceptional personal service and taking an integrated approach to comprehensive wealth management.
Matt was exposed to the financial world early in life. His father is a forty year veteran in the industry. He decided early on that he would follow in his father’s footsteps. A native of Indiana, Matt graduated from Ball State University with a Bachelor of Science in Psychology. He has specialized training in Lump Sum Retirement Planning, as well as Estate Planning strategies. In 2011, Matt completed the required training and testing and obtained his Certified Financial Planner™ (CFP®) designation.
Matt resides in Fort Myers with his wife June, and their three children, McKenzie, Jackson and Bryce. During his free time, he enjoys golf and volunteering in youth sports activities.
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies.
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
Personal Retirement Planning
I will work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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.
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