![]() ![]() 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 AGENCYĢMorgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. 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. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.ġMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Ĭertified Financial Planner Board of Standards, Inc. In his free time he enjoys spending time with family and friends, playing music, golf and anything that keeps him moving. He coaches local youth sports teams and is a founding member of Lukie’s SOUL (a Childrens Miracle Network charity). Matt lives in central New York area with his wife, Samantha and two sons, Elijah and Owen. “When we can sit down with a client and truly understand what they are hoping to accomplish, allow them to share their concerns and challenges, assess all of their unique financial decisions and develop a sound, well thought out detailed plan, it provides a great starting point for my relationship with my clients.” Matt believes that financial planning is a cornerstone to any client relationship. He believes strongly that once we are able to find the purpose of one’s financial goals we are able to customize solutions and investments that are coordinated. Matt works closely with individuals, families and businesses to understand the unique challenges and opportunities that each client faces throughout their lives. In 2016, he achieved the designation of Family Wealth Advisor as part of Morgan Stanleys’ inaugural class. In 2012 Matt was conferred the designation of CERTIFIED FINANCIAL PLANNER™(TM). ![]() Over the years, Matt’s primary role has been working on portfolio analysis, equity and fixed income trading, annuity and insurance. Upon finishing his college internship at Dean Witter Reynolds, Mike Figler asked Matt to join his team. Matt has been working in all phases of the investment business since 1997. He graduated from LeMoyne College in 1997 with a Bachelor of Science in Business/Finance. Matt is an Executive Director and Family Wealth Advisor at Morgan Stanley. ![]()
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