Eric Matthews, CFP®
My Mission Statement
goals-based approach to the pursuit of your financial success.
Our Story and Services
As an intern in 2000, Eric became interested in the process of helping people financially. From this sparked interest, he was able to learn and grow as a Financial Advisor. Eric approaches all situations from his clients’ point of view – understanding their holistic financial picture as well as each particular set of circumstances they are in. Eric always leads with a goals-based approach and is able to work with his clients to turn complex problems into understandable solutions. With a thorough discovery and understanding of each client, Eric acts as a consultant in a world of salespeople.
Outside of the office, Eric can be found spending time with his family. He has been married to his wife for 15 years and has two very active sons – who take the opportunity to play every sport they have the chance to sign up for. Eric is also a Brown Belt in Brazilian Jiu Jitsu - he believes this is an amazing stress reliever and helps him prepare for difficult times by learning to get comfortable in uncomfortable situations.
NMLS#: 2641472
Working with You to Create a Comprehensive Plan
No matter what stage your life is in, whether you are preparing for retirement, enjoying retirement, or somewhere in between – a comprehensive plan can help you achieve your financial goals.
Beginning with an established plan is the best step forward in the path to reach your long-term goals. As circumstances in your life change – your financial goals will often change as well. Our planning process is dynamic, allowing for flexibility to adapt to changes in your life as they happen.
Utilizing the extensive planning tools that Morgan Stanley has to offer, we can develop a more focused financial future that incorporates all aspects of your life – not only your investments.
Planning for Future Generations
Considering the impact of wealth on future generations is a crucial step in any financial plan. Utilizing my experience in Trust and Estate planning, and the depth of resources at Morgan Stanley, I ensure that this is an important consideration in the discussion of growing and preserving your wealth.
Finding a Solution Unique to Your Needs
At Morgan Stanley, we have a vast array of solutions available to our clients – but we ensure our approach is tailored to each client's specific needs. We partner with you to deliver personalized solutions that are in line with your financial goals.
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property and casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Investor Resources and Readings
Staying updated with relevant information is paramount. A collection of resources and readings, as well as a suite of Morgan Stanley digital tools can be found below.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Perspectives on the forces shaping markets.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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Awards Disclosures
