Matthew Shalhoob - Morgan Stanley Financial Advisor - OMAHA, NE
Morgan Stanley
Matthew Shalhoob, CFP
Senior Vice President, Wealth Management
Financial Advisor
Portfolio Management Director
13625 CALIFORNIA ST 4TH FL
OMAHA, NE 68154
tel: (402) 399-6150
toll-free: (800) 228-3309 
fax: (402) 399-6336

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services
  • Professional Portfolio Management
  • Asset Management
  • 401(k) Rollovers
  • Wealth Management
  • Alternative Investments
  • Executive Financial Services
  • Retirement Planning
  • Municipal Bonds
  • Structured Products
  • Life Insurance
Education and Licensing
  • BSBA - Finance & Economics
    Creighton University
    Omaha, NE
  • MBA
    Creighton University
    Omaha, NE
  • Certified Financial Planner
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 3 - National Commodity Futures
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
Business Experience
  • 2006 - Present: Morgan Stanley*

    Vice President
    Certified Financial Planner
    Financial Advisor
    Senior Portfolio Manager
    Omaha, NE
  • 2000 - 2006: Edward Jones Investments

    Omaha, NE
  • 1998 - 2000: TransCanada Energy Marketing

    Omaha, NE

Bulletin Board
  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or email me for more information about our Portfolio Management Program.

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

Matthew Shalhoob holds the following registrations:
Securities Agent: AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1265101

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. 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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