Matt Watkins

About Matt Watkins

Matt Watkins is the Business Development Manager in Morgan Stanley’s Wealth Management Division. His day-to-day activities remain guiding advisors and their teams on strategies to grow their business by leveraging the firm’s research, by educating on platform enhancements, introducing new investment solutions, and coaching modern wealth management best practices. Over the last five years, he has been supporting GA, KY, TN, and WV.Matt graduated Georgia Tech in 2003 and started his financial services career at Smith Barney in 2004 at the Buckhead office, starting as an intern before becoming a client service associate in support of the branch leadership team. He also worked with other individual advisors as their support staff, until he joined the Consulting Group in 2006 as the Regional Tech Analyst for the Southeast Region, also based in the Buckhead office. In this role, he supported advisors with manager selection, portfolio construction, and institutional client reporting for some of the largest relationships at the firm. He was promoted to become the Divisional Analyst in 2009 where he managed a group of regional analysts while supporting and training team analysts across the region.In 2011, Matt was promoted to the role of Consulting Group Regional Director where he covered many of the branches in the Southeast Region across GA, AL, MS, TN, FL, NC, SC, VA, and AR. He stayed in this role until 2014 when he joined an advisor team in the Buckhead office, serving as their chief investment officer.The following year, Matt was presented with a unique opportunity to help a small but quickly growing asset management company and in 2015 became a Regional Director and Portfolio Communications Specialist at Miller/Howard Investments. He covered GA, NC, and SC and stayed with the firm until 2019 when he began pursuing his return back to Wealth Management, rejoining Morgan Stanley in March of 2020 in his current role.On October 1st, 2025, Matt will be returning home to the Buckhead office where he started his career over 21-years ago, as he becomes the Business Development Manager for the Buckhead Market—in addition to his current responsibilities covering the Atlanta Perimeter Market. Matt spends his downtime in Smyrna, Georgia, with his wife Chelsea, their 9-year-old daughter Madeleine, and their family dog Blueberry.

Experience

1. Business Development Manager

   Morgan Stanley

   Mar 2020 — Present

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Education

• Georgia Institute of Technology

  Bachelor of Science Management, Certification in Finance, French, Concentration in Technology

  1998 — 2003

Skills

• Wealth Management
• Investment Advisory
• Asset Managment
• Finance
• Working with Investors
• Sales
• Asset Allocation
• Mutual Funds
• Risk Management
• Management
• Analysis
• Asset Protection
• Income Protection
• Financial Analysis
• Fixed Income
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Valuation
• Capital Markets
• Series 7
• Financial Services
• Investment Management
• Due Diligence
• Hedge Funds
• Financial Modeling
• Financial Planning
• Equities
• Etfs
• Relationship Management
• Retirement Planning
• Securities
• Financial Advisory
• Leadership
• Asset Management
• Portfolio Management
• Competitive Analysis
• Investments