Matthew Manning II - Morgan Stanley Financial Advisor - HUNT VALLEY, MD
Morgan Stanley
Matthew Manning II, CFP
Vice President - Wealth Management
Financial Advisor
Family Wealth Advisor
Portfolio Manager
303 INTERNATIONAL CIRCLE
SUITE 500
HUNT VALLEY, MD 21030
tel: (410) 229-8217
toll-free: (888) 435-2281 
fax: (443) 281-5640

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Make-A-Wish, Mid-Atlantic - Wish Granter and Committee Chairperson
  • Dallastown Area Educational Foundation - Vice Chairman
  • Southern York County YMCA - Board Member
  • Southern York County Rotary Club - Past President
Services
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning Strategies
  • Long Term Care Insurance
  • Wealth Management
  • Professional Portfolio Management
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Life Insurance
  • Municipal Bonds
  • Certificates of Deposit
  • Annuities
Education and Licensing
  • Bachelor of Science Degree - Towson University
  • Certified Financial Planner - Certified Financial Planner Board of Standards, Inc.
  • Family Wealth Advisor - Morgan Stanley
  • Portfolio Manager - Morgan Stanley
  • Series 6 - General Securites Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examinaiton
  • Series 66 - Uniform Combined State Law Examination
  • Life, Health, Variable, and Long Term Care Insurance Licensed
Honors and Recognition
  • 2015 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2016)
  • 2014 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2015)
  • 2013 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2014)
  • 2012 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2013)
  • 2011 "FIVE STAR Wealth Manager" - Crescendo Business Services (Baltimore Magazine, February 2012)
  • 2010 "Rotarian of the Year" - SYC Rotary Club
Business Experience
  • 2010: Morgan Stanley
    Vice President, Financial Advisor
  • 2002 - 2010: UBS Financial Services, Inc.
    Vice President, Financial Advisor
  • 2000 - 2002: Allfirst Brokerage Corp.
    Financial Services Representative

Bulletin Board
  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

  • See June On the Markets from the Global Investment Committee featuring

    "Just Peachy"  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the kick-off to summer is often a time when investors ask, “How we doin’?” The answer: just peachy. Global equities and bonds so far have earned what would be heady returns for a whole year.

    “(Tech)nical Floor for Profit Margins”  S&P 500 profit margins are at a peak and, given that they tend to be cyclical, might be expected to decline. Even so, Daniel Skelly, senior equity strategist for Morgan Stanley Wealth Management, says big tech stocks with plump margins may keep the S&P’s margins higher than in past cycles. 

    “How Shrinking the Fed’s Balance Sheet Could Play Out”  In October, the Federal Reserve is expected to start shrinking its balance sheet by halting reinvestment of both Treasury bonds and mortgage-backed securities. Adam Richmond, Matthew Hornbach and Jay Bacow, fixed income strategists for Morgan Stanley & Co., examine the ripple effects this policy may have on fixed income markets. 

    • Plus, look for more on economics and investment strategy, and a Q&A featuring Jesper Kolls, chief investment officer of WisdomTree Japan.

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

Matthew Manning II holds the following registrations:
Securities Agent: CA, CO, DE, FL, MA, MD, NC, NJ, NV, NY, OH, PA, TN, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1290401

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.
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