
Matt Stotler
As a corporate executive, your compensation goes far beyond a base salary. Equity awards, deferred compensation plans, retirement benefits, and performance-based incentives can create significant opportunities—but they also come with complexity, risk, and often overwhelming decisions.
I specialize in working with high-level executives to bring clarity and strategy to these decisions. Whether you're planning for retirement, managing a liquidity event, or simply trying to make sense of your benefit package, I help you align your executive compensation with your long-term financial goals in a thoughtful, tax-efficient way.
Nonqualified deferred compensation plans (NQDC) can be powerful tools for tax deferral and long-term wealth accumulation—if used strategically. I'll help you evaluate your deferral options, coordinate payout timing with your projected income and tax brackets, and ensure your plan integrates seamlessly with your retirement and estate planning. My goal is to help you maximize value while maintaining flexibility and control.
I take a holistic approach to retirement planning, considering all sources of income: company-sponsored plans, deferred compensation, personal investments, and other assets. Whether you're years from retirement or already transitioning out of your role, I help you structure a plan that supports your lifestyle, accounts for longevity and healthcare, and positions your wealth for continued growth and protection.
Stock options and equity awards often represent a large portion of an executive's compensation. By providing customized strategies to help you as an executive manage all of your various stock options (i.e. ISOs, NQSOs, RSUs, and PSUs), together we will walk through the timing of exercises, tax implications, and diversification planning—so your equity works for you, not against you.
EMAIL: Jodi.Fleisher@morganstanley.com
PHONE: 303-595-2076
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.
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