Matt Kuerzi
Senior Vice President, Financial Advisor @Morgan Stanley
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WORK HISTORY
Senior Vice President, Financial Advisor @Morgan Stanley
Louisville, KY, US
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EDUCATION
University of Kentucky
Bachelor of Business Administration (B.B.A.), Finance, General
ABOUT MATT KUERZI
As a seasoned advisor with The Derby City Group at Morgan Stanley, I offer objective advice and guidance, comprehensive experience and custom-tailored investment strategies designed to help address the needs of: • Financially Successful Individuals and Families • Small Business Owners • CPAs and Other Financial Professionals • Professional Athletes and Coaches • Foundations, Endowments and Not-for-Profit Institutions • Employer-Sponsored Retirement Plans As The Derby City Group at Morgan Stanley, we are a dedicated team of Financial Advisors who share the common goal of providing tailored advice and service, while helping you achieve your specific wealth management goals. We combine the vast resources of a major global wealth management firm with personalized service to provide you with world-class strategies. We are committed to help you benefit from our access to world-class resources, including research, institutional investment managers and sophisticated lending and cash management capabilities. What’s more, our style is quite welcoming and approachable. We make it easy for you to ask questions to fully understand the details of our wealth management recommendations. Please contact me directly at (50••••••94 or m••••••••@morganstanley.com if I can be of service.
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