My Story and Services

Jodi Fleisher has built her wealth management career at Morgan Stanley, joining the firm in 2015 and spending more than a decade working with ultra-high-net-worth individuals and multigenerational families on highly customized wealth management strategies. Her clients include corporate executives, entrepreneurs and business owners, professional athletes and NIL talent, ultra-high-net-worth women, and legacy families, each facing complex planning and investment needs. As a CERTIFIED FINANCIAL PLANNER™ professional, she takes an integrated approach to each relationship, advising on investment strategies, estate planning strategies, charitable planning strategies, liquidity needs, executive compensation, and other wealth planning considerations. Before transitioning to wealth management, Jodi worked in sports marketing and management, an early exposure to the business of professional sports that helped shape her focus on helping individuals and families preserve and seek to grow what they have built. That sense of purpose remains central to her practice today: Jodi finds great personal satisfaction in working with clients to help make a meaningful difference in their lives, helping preserve and grow their wealth while serving as an advisor across many wealth-related decisions, not merely the investment side of it.

The more a person builds, the more pieces there are to coordinate: an accountant, an estate attorney, insurance coverage, investments, and broader tax planning strategies. Each piece may be appropriate on its own; the challenge is that they may not always be viewed through the same blueprint. Jodi works with clients to help develop that blueprint, bringing together the appropriate professionals and resources, and helping ensure each piece is considered within the context of the same plan. The goal is to help clients move toward a coordinated strategy rather than several disconnected ones.
That philosophy carries directly into how Jodi approaches wealth management. Her work is comprehensive, reaching beyond traditional investments to include planning around asset preservation, legacy goals, liquidity needs, and the people and priorities that matter most. Layered onto that foundation is access to the resources of Morgan Stanley and, where appropriate, the insight of specialists who can help evaluate more complex financial considerations. As a Financial Advisor, Jodi works with clients and their outside tax and legal advisors to help coordinate planning strategies across a client's broader financial picture. She may also incorporate insurance planning strategies where appropriate, helping clients consider how those strategies may support family, legacy, and long-term planning objectives.

Born and raised in Atlanta, Georgia, Jodi relocated to Denver, Colorado, in 2021; the move was driven largely by her passion for snow skiing, which remains the pursuit closest to her heart and takes her well beyond the Colorado mountains to slopes across the country and abroad. Her Georgia roots have stayed just as strong: she remains a devoted Georgia Bulldogs fan, especially once football season arrives, and she stays engaged with her alma mater as an active alumna, mentoring students through the Terry College of Business mentorship program. An avid outdoors enthusiast beyond skiing, she also finds time for cycling and hiking, and she follows professional sports with the same enthusiasm. At home, she shares her life with Ullr, her Alaskan Malamute and constant companion, named for the Norse god of skiing. Though Jodi Fleisher, Financial Advisor, works with clients throughout the United States—from the Southeast to the West and many places in between—she strives to serve as a consistent point of coordination behind each client's wealth strategy.

Services Include
Securities Agent: MS, TX, MD, GA, AK, VA, KY, LA, NE, NJ, MO, FL, MA, WV, CO, SC, OH, IL, DE, NY, WA, UT, PA, NV, NC, CA, WY, WI, OK, MN, OR, IN, CT, NH, KS, IA, DC, AZ, SD, ND, MI, AR, AL, TN, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1454878
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working with Jodi Fleisher begins with a conversation, not a form; she spends real time with each new client mapping out where their money is coming from and what they are building toward, so the plan that follows is grounded in their actual life and grows more detailed as complexity requires. That plan reaches well beyond investing alone, covering tax-efficient strategies, estate and legacy planning, philanthropy, and othere relevant aspects of a client's financial picture that deserves the same level of attention.

From there, key elements are coordinated, starting with a portfolio built around a client's specific goals; investment strategy is paired closely with tax-sensitive planning from the outset, since decisions in one area rarely stand apart from consequences in the other. For business owners and entrepreneurs, that often means coordinating investment decisions around a concentrated position in a single company, planning years ahead for the day that ownership converts into liquidity; as a Qualified Plan Financial Consultant, Jodi also works with owners on the retirement plans they sponsor for their own employees, including design considerations and ongoing plan governance support. For professional athletes, the planning process may focus on building a strategy around a career with a shorter and more defined earning window, with an emphasis on helping support long-term financial goals beyond their playing years. For younger athletes beginning to earn NIL income, the work may start even earlier, with education and planning around how to organize, manage and help preserve income that may arrive before they have significant experience managing wealth on their own.

For ultra-high-net-worth women, it means building a plan centered on their own goals and priorities, whether the wealth was earned, inherited, or acquired through marriage or a business. For families managing wealth across multiple generations, it often means structuring investments with different time horizons, risk tolerances and objectives in mind, from members just beginning to build wealth to those managing wealth already accumulated, all as part of one overall strategy. For corporate executives, it means helping navigate compensation that rarely arrives as a simple paycheck, including restricted stock, options, deferred compensation, company trading windows and, where appropriate, 10b5-1 trading plans.

As wealth grows, so does the importance of helping align wealth transfer planning with a client's intentions. Jodi works alongside a client's attorneys, and tax advisors to help coordinate estate and trust planning considerations and develop wealth transfer strategies designed to support multigenerational goals. For families managing generational wealth, that coordination can be an important part of the planning process, helping ensure that key advisors understand the family's broader financial picture. Charitable giving receives the same intentional treatment; when philanthropy is part of a client's goals, Jodi helps evaluate strategies aligned with the causes that matter most to a family, structured to support the client's broader charitable and financial objectives.

For business owners and entrepreneurs, one of the important moments in a financial life is the eventual sale or transition of the business itself; Jodi works alongside clients well before that moment arrives, helping evaluate a succession or exit plan that reflects years of work and helps prepare the client to act on a timeline aligned with their goals, where possible.

Because wealth does not manage itself, Jodi stays closely involved once a plan is built; she reviews portfolios as markets move and stays in regular contact with a client's tax, legal, and insurance advisors, helping to keep the broader financial picture aligned, not just the investments. Structured check-ins throughout the year help assess whether the plan continues to fit as life changes, whether that means a new contract, a business sale, or a growing family.

That same discipline extends to the investments themselves; strategies considered for a client's portfolio are evaluated through a due diligence process before implementation, weighting performance history and risk characteristics alongside the people and organizations responsible for managing the assets.

This is what it looks like when clients work alongside Jodi: a plan built around them from the start, guidance that spans investment decisions to wealth transfer considerations, and coordination among Jodi and outside advisors who understand the broader financial picture. For business owners building toward a potential exit, athletes managing a short career on a long financial timeline, executives navigating complex compensation, ultra-high-net-worth women building a plan around their own goals, and families thinking several generations ahead, this kind of attention is designed to help build a wealth strategy aligned with major life, career, business and family transistions. For those seeking this kind of collaboration, Jodi welcomes the conversation.

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Real access to institutional-grade alternative investments and private markets

When alternative investments become part of a client's investment strategy, Morgan Stanley offers far more than a short list of pre-packaged products. Morgan Stanley Wealth Management is a leader in alternative investments, with $295 billion in alternative investment assets under management as of March 31, 2026, and a platform offering approximately 250 funds, including first-look and exclusive access opportunities for qualified investors.¹ The platform spans Private Equity Funds, Private Credit Funds, Real Estate Funds / Real Assets, Direct Private Investments, Hedge Funds, Exchange Funds, EquityZen, Opportunity Zone Funds / 1031 Exchanges, Non-Traded REITs / BDCs / Interval Funds, Open-Ended Private Equity / Infrastructure Funds, and Private Placement Variable Annuities Life Insurance.¹

For families seeking to build, protect, and transfer wealth across generations, Morgan Stanley Family Office Resources extends the conversation beyond investments alone. Family Office Resources works with Private Wealth Advisor teams to help address complex, multigenerational wealth-management issues through capabilities such as Family Governance Wealth Education, Philanthropy Management, Estate Planning Strategies, Trust Services, Insurance Solutions, OCIO, Private Banking, Wealth Strategies Planning Tools, Morgan Stanley Family Office, and Cash Management and Lending.³ Morgan Stanley's estate-planning resources also emphasize coordinating tax, trust, and estate strategies with investment decisions, including the integration of "asset location" within "asset allocation."³

Broad platform access paired with rigorous manager selection, more than either alone, is what makes access to alternative investments and private markets meaningful rather than theoretical. Jodi Fleisher, Financial Advisor, Alternative Investments Director at Morgan Stanley, works within this platform daily and brings that focus to the strategies she builds for her clients. Used well, alternatives serve as a structural part of a portfolio may help to grow and protect wealth across market cycles and, ideally, across generations.

When alternative investments become part of a client's investment strategy, Morgan Stanley offers far more than a short list of pre-packaged products. Morgan Stanley Wealth Management is a leader in alternative investments, with $295 billion in alternative investment assets under management as of March 31, 2026, and a platform offering approximately 250 funds, including first-look and exclusive access opportunities for qualified investors.¹ The platform spans Private Equity Funds, Private Credit Funds, Real Estate Funds / Real Assets, Direct Private Investments, Hedge Funds, Exchange Funds, EquityZen, Opportunity Zone Funds / 1031 Exchanges, Non-Traded REITs / BDCs / Interval Funds, Open-Ended Private Equity / Infrastructure Funds, and Private Placement Variable Annuities Life Insurance.¹

Private market access matters more than most portfolios reflect, because the opportunity itself has changed. For qualified clients seeking opportunities beyond stocks and bonds, Morgan Stanley's alternatives platform includes private equity, private credit, direct private investments, real assets, and other private-market-oriented strategies.¹ Morgan Stanley's Investing with Impact platform also extends across public and private markets, including alternative investments such as MSIM and custom alternatives, Private Equity & Venture Capital, and Hedge Funds & Funds of Funds.⁴

Alternative investments can serve more than a growth objective Morgan Stanley describes its alternatives platform as one that may help qualified investors potentially enhance returns, reduce volatility, manage taxes, and generate income.¹ Private Equity, Private Credit, Hedge Funds, and Real Assets may behave differently than traditional stocks and bonds, they can be considered as part of a broader portfolio construction process rather than simply as add-ons to an existing allocation. Morgan Stanley's Global Investment Office supports that process through asset allocation, product selection, portfolio construction, thought leadership, and more than 200 analysts, planners and strategists.¹

Alternatives can also improve how a portfolio is taxed, a benefit that is easy to overlook. Morgan Stanley Total Tax 365 is described as a full spectrum of year-round tax-management solutions tailored to help mitigate tax drag in a portfolio.1 These capabilities include tax-loss harvesting, tax-optimized fixed income strategies, municipal bonds, Donor Advised Funds, exchange funds for concentrated stock positions, and Intelligent Withdrawal technology.1 Morgan Stanley's broader platform also includes Opportunity Zone Funds / 1031 Exchanges, Exchange Funds, Private Placement Variable Annuities, and Private Placement Life Insurance, which may be considered alongside a client's investment, tax, estate, and legacy planning objectives.¹

Alternative investment access does not run on autopilot, and this is where platform depth earns its keep. Morgan Stanley's Global Investment Office and advisory resources emphasize manager analysis, portfolio construction, tax-management services, and comprehensive due diligence, including quantitative and qualitative tools used for manager assessments.¹ Morgan Stanley OCIO further supports manager selection, portfolio construction, and risk management through an institutional investment process that includes client discovery, asset allocation, manager selection, investment policy statement development, portfolio construction, and risk management and monitoring.² That due diligence infrastructure is substantial. Morgan Stanley's OCIO platform includes 65+ due diligence analysts, 40+ portfolio managers, and 100+ operations and support staff, and manages $152.3 billion in assets for institutions and ultra-high net worth families as of March 31, 2026.² The OCIO materials also note a 30-year history in OCIO investment management, open architecture, a leading manager platform, and a ranking as a Top 5 OCIO provider based on outsourced assets under management.²

For families seeking to build, protect, and transfer wealth across generations, Morgan Stanley Family Office Resources extends the conversation beyond investments alone. Family Office Resources works with Private Wealth Advisor teams to help address complex, multigenerational wealth-management issues through capabilities such as Family Governance Wealth Education, Philanthropy Management, Estate Planning Strategies, Trust Services, Insurance Solutions, OCIO, Private Banking, Wealth Strategies Planning Tools, Morgan Stanley Family Office, and Cash Management and Lending.³ Morgan Stanley's estate-planning resources also emphasize coordinating tax, trust, and estate strategies with investment decisions, including the integration of "asset location" within "asset allocation."³

Broad platform access paired with rigorous manager selection, more than either alone, is what makes access to alternative investments and private markets meaningful rather than theoretical. Jodi Fleisher, Financial Advisor, Alternative Investments Director at Morgan Stanley, works within this platform daily and brings that focus to the strategies she builds for her clients. Used well, alternatives serve as a structural part of a portfolio may help to grow and protect wealth across market cycles and, ideally, across generations.

1: MORGANSTANLEY: A LEADER IN WEALTHMANAGEMENT
2: WEALTH MANAGEMENT GLOBAL INVESTMENT OFFICE
3: FAMILY OFFICE RESOURCES CAPABILITIES
4: INVESTING WITH IMPACT

Executive Compensation & Equity Planning

For a corporate executive, compensation rarely arrives as a single number on a paycheck.
It comes instead as restricted stock, stock options, deferred compensation, and equity that vests on its own schedule, each with their own tax considerations, risks, and rules about when it can actually be touched.

Layer in blackout periods, insider trading restrictions, and the practical reality of holding a concentrated stake in the very company that pays the salary, and even a straightforward compensation package can start to look far more like a puzzle than a paycheck. Jodi treats that puzzle the way an architect treats an unusual site: as something that needs a plan built specifically for it, not adapted from somewhere else. She works closely with executives to map out every piece of their compensation, from restricted stock and options to deferred comp and 10b5-1 trading plans, building a strategy for exercising, selling, and diversifying that fits both the company's rules and the executive's own timeline and goals.

Deferred compensation carries its own particular complexity: unlike a paycheck, it often comes with a genuine choice about when to receive it, and that choice carries real income tax consequences. Electing to receive a payout in one year over another may potentially push income into a higher tax bracket, collide with a stock sale or bonus scheduled for the same year, or play out differently depending on where the executive lives when the money arrives. A tax professional working from the tax return alone often cannot answer it well, since the right timing depends on the executive's entire financial picture. Jodi works alongside a client's tax advisor, bringing visibility into everything else in that picture, so the decision gets made with full context.

Holding company stock brings practical mechanics of its own, from vesting schedules to blackout periods and insider trading rules. Jodi helps executives plan restricted stock sales around vesting and blackout schedules, structure loans and purchases against concentrated positions when it makes sense to do so, and put 10b5-1 trading plans in place well before they are needed, so decisions about company stock are made deliberately rather than under time pressure or amid market noise.

A large equity position in one company is often the single biggest risk sitting inside an executive's portfolio, even when it does not feel that way day to day. Jodi builds a plan to manage that concentration over time, weighing tax considerations against the risk of holding too much of one company for too long, and coordinates that plan with the rest of a client's wealth, from investments and tax strategy to estate planning and risk mitigation, so equity compensation supports the overall plan instead of overshadowing it.

Executives who work with Jodi get more than help exercising options or filing paperwork on time; they get someone who treats their compensation as one piece of a much larger structure, built with the same care and coordination as everything else in their financial life, so that even the most complicated compensation package starts to feel less like a puzzle and more like part of a plan.

    The Integrated Firm

    Working with Jodi Fleisher means drawing on more than one advisor's individual experience; it means access to the breadth of Morgan Stanley's resources and capabilities.¹

    At Morgan Stanley, that strength is the foundation behind each client relationship. It includes institutional-caliber investment management, access to specialized resources for multigenerational families and family-owned businesses, capital markets capabilities and lending and cash management solutions designed to help provide flexibility when opportunity arises.¹ ⁴ ⁵ Jodi draws on these resources as appropriate, based on a family's specific goals.¹

    What follows offers a glimpse of some of the many capabilities we can bring to our client relationships, each one part of a single, coordinated approach anchored in your family's goals and, where wealth is tied to a business, the enterprise that stands behind it.¹ ⁴

    Assess to Morgan Stanley's capital markets capabilities and multi-asset trading platform, supported by our research and dedicated specialists, help identify and execute opportunities as part of a goals-based portfolio, and, where relevant, in support of your business.¹

    Morgan Stanley's Capital Markets capabilities leverage the Firm's institutional scale and market insights to help identify investment ideas and support implementation for goals-based client portfolios across equities, fixed income, structured investments and other capital markets solutions.¹ That access can be paired with sales support and trading/ execution resources to help clients access markets efficeintly.¹

    Advice and execution when a family business is ready for its next major transition.¹ ³

    Guided by experienced investment banking and capital markets teams, business owners may gain support as they evaluate strategic transactions, including initial public offerings, a sale or other monetization path, and can be connected to a Morgan Stanley investment banker or, where appropriate, a third-party affiliate or middle-market investment bank. ¹ ³ That access can help link a family's wealth strategy to potential liquidity, succession, or enterprise-transition events.¹ ³

    Corporate Cash
    Support for organizations managing cash flow and short-term liquidity needs.³

    Morgan Stanley's Corporate Cash Management offers a spectrum of cash management products and solutions – available on both discretionary and non-discretionary basis – focused on customization, capital preservation and liquidity, delivered through a single point of contact., Dedicated cash coverage teams can act as an extension of a client's treasury team and support balance-sheet investing aligned to an Investment Plan Statement. ³ For families with operating businesses, these capabilities may help support liquidity planning as part of a broader relationship.³

    Outsourced Chief Investment Office (OCIO)
    A dedicated investment office for families who want portfolio management delegated to an institutional investment team.²

    Morgan Stanley's OCIO team can support the full investment process, including client discovery, investment policy statement development and review, customized asset allocation, investment product selection, portfolio construction and ongoing risk management, disciplined rebalancing and portfolio monitoring.² The OCIO service model may also include portfolio reviews, manager and fund due diligence, tactical shifts, monthly and quarterly performance reporting, investment operations support (including cash transactions and documentation), board of education, and access to proprietary research reports and capital market resources.²

    Institutional Consulting
    Fiduciary-focused discipline for foundations, trusts, charitable vehicles, and other institutional-style family entities.³

    Families running a private foundation, donor-advised fund or charitable trust may work with Morgan Stanley Philanthropy Management to help define and advance their charitable mission through a consulting process that can include strengthening governance practices, developing or refreshing grantmaking policies and procedures, assessing impact of grantmaking programs, and providing board training and education.³ Engagements can be tailored to an organizations needs and may also supplement a foundation's staff with support such as prospective grantee research and related dillence.³

    Family Office Resources Specialized support for the complex, multigenerational and management issues that can come with significant wealth.⁴ ⁵

    Family Office Resources works with your Private Wealth Advisor team to serve you and your family and to help curate and navigate an expansive suite of specialized resources – such as family governance and wealth education, philanthropy management, wealth and estate planning strategies, trust services, lifestyle advisory, art advisory and related family office capabilities, as appropriate.⁴ ⁵ These resources are designed for families whose wealth, businesses, legacy goals and family dynamics may require capabilities beyond traditional investment management.⁴ ⁵

    Clients can work with Morgan Stanley to seek alignment between their portfolios and priorities such as climate action, gender lens investing, racial equity, faith-based approaches and other impact themes.⁶ Through Mission Align 360°, clients can evaluate all 360 degrees of their approach, including human, financial and philanthropic capital in support of mission-driven goals.⁶ Morgan Stanley Impact Quotient® can help clients better understand the environmental and social impact of their investments and evaluate how their portfolios align with their unique impact preferences through customized impact reporting.⁶

    Banking Lending
    Financing that may help provide flexibility without requiring the immediate sale of investments.¹ ⁵

    Morgan Stanley lending resources may help address personal, business or real estate financing needs, including securities-based lending and residential mortgage/home lending solutions, subject to underwriting, approval and applicable terms and conditions.¹ Securities-based lending can provide access to liquidity by pledging eligible securities as collateral while keeping an investment strategy intact, and if approved, clients may be able to access funds via online transfers, checks or wires; home lending solutions may support financing for a primary residences and other eligible properties.¹

    Cash Management
    Everyday cash management capabilities available through the Morgan Stanley Wealth Management relationship.¹

    Morgan Stanley clients may access cash management solutions including the Morgan Stanley CashPlus Brokerage Account, Morgan Stanley Debit Card, Morgan Stanley Card from American Express, direct deposit, unlimited check writing, mobile check deposit and online transfers, Send Money with Zelle®, and online bill payments.¹

    What sets Morgan Stanley apart is not any single capability; it is the way these resources can work together, coordinated by Jodi, who helps maintain a comprehensive view of a family's wealth and, where relevant, the family enterprise behind it.¹ ⁴ ⁵ That coordination may span institutional investment management, values-aligned portfolios, family governance, capital markets access and flexible lending, with each resource serving the same purpose: helping families build, preserve and transition wealth over time.¹ ² ⁴ ⁵ ⁶ What you have seen here is only a glimpse of what an integrated relationship with Morgan Stanley can offer; a conversation is where the fuller blueprint comes into view.¹ ⁴

    1: MORGANSTANLEY: A LEADER IN WEALTHMANAGEMENT
    2: WEALTH MANAGEMENT GLOBAL INVESTMENT OFFICE
    3: INSTITUTIONAL CONSULTING SOLUTIONS
    4: FAMILY RESOURCES
    5: FAMILY OFFICE RESOURCES CAPABILITIES
    6: INVESTING WITH IMPACT

    Location

    1550 Market St
    Suite 600
    Denver, CO 80202
    US
    Direct:
    (303) 595-2076(303) 595-2076
    Fax:
    (404) 609-2723(404) 609-2723

    Hear From My Clients

    Jodi Fleisher, our financial advisor for over a decade, has been invaluable to my family and business. She understands our dynamics and has used her knowledge and experience to help with my cash management, lending and investing needs. She freely shares her wisdom, making her one of the first people we consult when considering business ventures or investments. I highly recommend her and look forward to many more years of working with her.
    checkmarkVerified Client
    Franchise business 20+ years! As small business owners, we’ve taken on many business decisions, financial risks, responsibilities, and opportunities. With MS, and more specifically Jodi Fleisher CFP & QPFC, by our side, we continue to improve our financial goals. For more than a decade, Jodi has proven to be consistent, competent, and very resourceful. Jodi’s invaluable advice has helped us navigate while investing in our future! We will always be grateful to Jodi for her support and guidance!
    checkmarkVerified Client
    Jodi Fleisher has been our financial advisor for our business and personal needs for the past several years. In this short time, her knowledge and professionalism has been invaluable to us. She is in constant communication and prepared with strategies regarding our investments, cash management, and portfolio strategies. She is a reliable and trustworthy financial advisor. Her commitment, integrity and advice are just some of the reasons we enjoy and feel confident working with Jodi.
    checkmarkVerified Client
    We’ve had financial advisors in the past that did the obligatory check-ins twice a year. Jodi really invests the time in her clients to get to know them and what they want from their future. She’s a true advisor…there for life events and, when you hit those inevitable bumps in the road, she’s there as a thought leader and problem solver. She’s quick to leverage her network of contacts to help you in big and small ways.
    checkmarkVerified Client
    It is a pleasure working with Jodi Fleisher. The character trait I value highly is that Jodi treats us as family. Her caring, support and advice considers all issues that we face and is always in our best interest. Jodi is ALWAYS available and has helped me and my family through a number of issues. I came to Jodi with a highly complex family business issue and she worked through all of those complexities to solve the problems we were facing. I am very happy with Jodi’s advice and counsel.
    checkmarkVerified Client

    Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

    5285589 3/2026

    The Power of Partnerships

    By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
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    Matt Stotler

    Private Banker

    About Matt Stotler

    Matt Stotler is a Private Banker serving Morgan Stanley Wealth Management offices in Colorado.

    Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

    Matt began his career in financial services in 1987 with Bank of America and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.

    Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping, and biking with his 3 daughters.
    NMLS#: 643938
    Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.

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    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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    Creating customized financial strategies for the challenges that today’s families face.
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    Ready to start a conversation? Contact Jodi R. Fleisher today.
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    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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    3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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    4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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    5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    15Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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    16Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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    17Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.

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    18Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

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    Awards Disclosures | Morgan Stanley
    CRC 4665150 (8/2025), 4763067 (9/2025)