As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Lincoln Park Community Shelter - Board Member
- Lincoln Park Chamber of Commerce
- Asset Management
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Family Consulting
- Alternative Investments
- Corporate 529 Plans
- Private Banking
- Wealth Management
- Guided Portfolio Management
- BA - Biology & Philosophy, 1988
- Alternative Investment Certification
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 31 - Managed Futures & Commodities
- Life, Health & Variable Annuity Insurance Licensed
- Lincoln Park Chamber of Commerce Business Person of the Year 2009
- Chairperson of Lincoln Park Chamber of Commerce - 2002
- Present: Morgan Stanley*
Second Vice President
- 2002: Morgan Stanley
Associate Vice President
- Sphere Associates
- Kaplan Educational Centers, Ltd
Chicago, IL and Washington, DC
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Gilaad Matar is licensed in the following state(s):
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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