Matthew M Kelleher - Morgan Stanley Financial Advisor - Seattle, WA
Morgan Stanley
Matthew M Kelleher
Senior Vice President
Financial Advisor
601 Union Street, Suite 5200
Seattle, WA 98101
tel: (206) 346-2832
toll-free: (800) 426-7837 
fax: (206) 628-4425

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 I can help you to preserve and grow your 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
  • University of Puget Sound Board of Trustees
  • Trustee of Evergreen Capital Trust
  • Seattle Yacht Club
  • Seattle Tennis Club
  • Seattle Bond Club
Services
  • UGMA/UTMA
  • 401(k) Rollovers
  • Certificates of Deposit
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Private Banking
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • University of Puget Sound
Honors and Recognition
  • President's Council recipient, Smith Barney
  • Chaiman's Council recipient, Smith Barney
Business Experience
  • 1980 - current: 33+ years experience as a retail stock broker

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

Matthew M Kelleher holds the following registrations:
Securities Agent: AK, AL, AZ, CA, CO, DC, FL, MD, MN, MT, NC, NY, OR, SD, TX, VA, WA; General Securities Representative; Investment Advisor Representative: TX;

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.
Awards Disclosures

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