Matthew P. Bartolomei - Morgan Stanley Financial Advisor - WINTER PARK, FL
Morgan Stanley
Matthew P. Bartolomei
Financial Advisor
250 SO PARK AVENUE, SUITE 500
WINTER PARK, FL 32789
tel: (407) 740-4991
toll-free: (800) 829-5105 
fax: (407) 740-4983
Email Me

With over 20 years of professional experience, I bring diverse skills and perspective to wealth management.  By combining my knowledge of finance with my desire to help families live more meaningfully, I have realized my professional and personal goals.

Understanding my clients’ needs and objectives is essential to the planning process.  I perform comprehensive client evaluations designed to determine my clients’ personal and financial objectives.  I seek to understand my clients broadly and deeply enough to find the opportunities that are consistent not only with their financial objectives, but also their values.  In conversations with my clients, I help them determine what’s really important, and then develop an actionable, flexible financial plan that is a roadmap for the future.

Part of my practice includes working with divorcing individuals, their attorneys, and collaborative professionals to help navigate the complex emotional and financial issues associated with divorce.  From budgeting to post-divorce investment management, I strive to help my clients become more knowledgeable, confident, and empowered about their financial future.

My practice is built on three pillars:  honesty, integrity, and perspective.  This approach enables me to build meaningful, long-lasting relationships with my clients and their families.

Associations
  • Florida Bar Member
    Real Property, Probate and Trust Law Section
    Family Law Section
  • Collaborative Family Law Group of Central Florida
  • Winter Park Rotary
  • International Association of Collaborative Professionals
Services
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Business Succession Planning
Education and Licensing
  • Juris Doctor, 1994
    Columbus School of Law
    Catholic University of America
    Washington, DC
  • B.S., Economics 1989
    Florida State University
    Tallahassee, FL
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health, Disability, Variable Annuities & Long Term Care Insurance Licensed
Business Experience
  • 2007 - Present: Morgan Stanley*
    Financial Advisor
    Winter Park, FL
  • 1998 - 2007: Hill Adams Hall & Schieffelin
    Partner
    Winter Park, FL
  • 1994 - 1998: Hill Adams Hall & Schieffelin
    Associate
    Winter Park, FL
  • 1989 - 1991: Wachovia Bank (f/k/a First Union)
    Banker
    Orlando, FL

Bulletin Board

  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

  • Estate Planning is essential in seeing that your assets are passed on according to your wishes. To learn more, call or send an email.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

Matthew P. Bartolomei is licensed in the following state(s): CA, FL, GA, MD, NC

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
FEATURED REPORTS

Weathering Divorce - Flipbook

Your Assets are Safeguarded at Morgan Stanley Wealth Management

How can I take control of my financial life after my divorce?

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