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About this Advisor
Lisa Matthews is a certified financial planner and chartered financial consultant whose office is in Boston, Massachusetts. Currently an advisor with Morgan Stanley, Matthews has 11 years of professional experience in the financial advisory industry. Matthews has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Matthews is able to advise clients in New Jersey and Texas. Matthews has gained experience at Morgan Stanley Private Bank, National Association, Winslow, Evans & Crocker, Inc, Winslow Wealth Management, LLC and Morgan Stanley. Morgan Stanley is headquartered in Boston, Massachusetts, and has 702 brick-and-mortar locations across the United States. As a company, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lisa Matthews Work History
Lisa has 11 years of experience.
Morgan Stanley Private Bank, National Association
Winslow Wealth Management, LLC
Winslow, Evans & Crocker, Inc
Lisa Matthews has no disclosures.
Please visit their SEC profile for more details.