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.
- Professional Portfolio Management
- Asset Management
- 401(k) Rollovers
- Wealth Management
- Alternative Investments
- Executive Financial Services
- Retirement Planning
- Municipal Bonds
- Structured Products
- Life Insurance
- BSBA - Finance & Economics
- 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
- Present: Morgan Stanley*
Certified Financial Planner
Senior Portfolio Manager
- 2006: Edward Jones Investments
- 2000: TransCanada Energy Marketing
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, CT, 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
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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*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.
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 .
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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