Lisa Matthews
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Lisa Matthews
Lisa K. Matthews is a Financial Advisor with Morgan Stanley Wealth Management serving a select number of families, businesses, women and non-profits. Lisa believes your \"Wealth has a Purpose\". For over 30 years when she founded her own firm in New York City, Lisa has been a connector and leader in the community with a focus on education and working with people with similar values. Her mission is to help her clients achieve their financial goals and ambitions through humility, kindness and generosity of knowledge and time which helps build lasting and meaningful relationships. Lisa works closely with her clients using her goals-based approach to help clients visualize their dreams and aspirations to develop customized plans and solutions that help them navigate through key milestones and transitions. Lisa brings global resources and an extensive network of strategic professional partners to her clients to be the primary resource weaving all her clients\' customized strategies and solutions into their wealth management portrait. Areas of Focus:*Investment management *Personal financial planning considerations and alternatives *Retirement planning and retirement distribution strategies *Corporate plans, business development, compensation and succession planning *Divorce planning *Estate Planning Strategies *Non-Profit and endowment management NMLS#16•••52 For more information on my designations please visit my website.
Experience
Financial Advisor
Jan 2017 — Present
Your Wealth has a Purpose.\" Helping clients make informed financial decisions while providing them power over their financial lives. © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: For more information on my designations, go to https://fa.morganstanley.com/lisamatthews/index.htm
Education
Dickinson College
Bachelor of Arts - BA, Russian and Soviet Area Studies
1979 — 1983
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