Matt Kabot

About Matt Kabot

As Market Executive of The Greater Houston Area Market at Morgan Stanley, and Branch Manager of our Uptown Houston branch, I am committed to providing Financial Advisors with the finest possible tools and support they need so they can deliver a world-class service experience to our clients. As a highly successful manager for over 23 years, I know what it takes to attract talent to this industry and empower advisors to build businesses that they are passionate about, and that serve the best needs of their clients. Morgan Stanley is unique in many ways. The most obvious differentiating factor is our status as the only national Investment Firm that is a true wealth manager, rather than the investment arm of a bank or global conglomerate. We have one of the largest consulting groups of advisory business in the industry, and our holistic focus addressing every aspect of a client’s wealth management needs highlights the fact that we’re truly a client-focused firm. Successful people thrive in environments where their values are aligned and acted upon. The values we aspire to Greater Houston Area are: People, Respect, Integrity, Dedication and Excellence (PRIDE). We make a point of giving back to the community in which we live, and have earned the White House’s President’s Volunteer Service Award for eight of eight last ten years. I will be delighted to answer any questions you may have about our firm and our offices. Matt Kabot, CFP® Managing Director, Market Executive

Experience

1. Managing Director, Market Executive

   Morgan Stanley

   Feb 2002 — Present · Houston, TX, US

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Education

• California State University, San Bernardino

  B.A., Marketing

• College for Financial Planning

  CERTIFIED FINANCIAL PLANNER (CFP®), Financial Planning