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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.
Associations
- Lincoln Park Community Shelter - Board Member
- Lincoln Park Chamber of Commerce
Chicago, IL
Services
- Asset Management
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Family Consulting
- Alternative Investments
- Corporate 529 Plans
- Private Banking
- Wealth Management
Education and Licensing
- Guided Portfolio Management
Smith Barney - BA - Biology & Philosophy, 1988
LaSalle University
Philadelphia, PA - Alternative Investment Certification
Smith Barney - 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
Honors and Recognition
- Lincoln Park Chamber of Commerce Business Person of the Year 2009
- Chairperson of Lincoln Park Chamber of Commerce - 2002
Business Experience
- 2002
- Present: Morgan Stanley*
Second Vice President
Financial Advisor
Chicago, IL - 1996
- 2002: Morgan Stanley
Associate Vice President
Financial Advisor
Chicago, IL - Sphere Associates
Project Manager
Consultant
Chicago, IL - Kaplan Educational Centers, Ltd
Regional Trainer/Instructor
Chicago, IL and Washington, DC
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Gilaad Matar is licensed in the following state(s):
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 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 Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
