Matthew E. Miller

First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER

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Matthew E. Miller

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

Welcome

 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.

Services Include

  • 401(k) Rollovers
  • Annuities
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Life Insurance
  • Professional Portfolio Management
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds

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

NMLS#: 1295603


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

Working With You

Working With You

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.

Planning
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.

Client Service Team

Client Service Team

Jill Hughes


Jill Hughes has been with Morgan Stanley since May of 2015. Prior to Morgan Stanley, she worked as a Director of Client Services in the financial services industry. Her previous experience compliments her abilities as a Client Service Associate.

Attention to detail, good listening skills and great empathy are attributes she projects onto clients.

Jill attended Edison College in Fort Myers, FL and graduated with her Associates in Criminal Justice. Upon graduating she took a temporary job in the financial services industry and fell in love with the job, and decided to make it her career.

In her free time you can find Jill doing crafts, baking/cooking and reading a good book. She is a native to Florida and loves spending time outdoors.

Location

Location

  • 7811 University Pointe Drive
  • Ft. Myers, FL 33907


    Investing

    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

    Retirement

    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

    Ready to start a conversation? Contact Matthew E. Miller today.

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    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.

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