My Mission Statement
My mission is to guide your financial path with care and precision, ensuring that every decision supports your vision for the future.
My Story and Services
Matt Smith is a Financial Advisor at Morgan Stanley in Birmingham, Alabama. As a Financial Advisor, Matt offers portfolio, retirement, and tax minimization strategies for individuals and business owners. After thoroughly discussing and reviewing a client's needs, goals, and future objectives, Matt creates a customized strategy designed to help them achieve their financial and life goals. He takes great pride in the relationships he builds with his clients from gaining their trust to becoming their biggest financial asset.
Matt holds a Juris Doctorate from Thomas Goode Jones School of Law, and a Bachelor's degree in Finance from The University of Alabama. Before joining Morgan Stanley in 2025 Matt worked for Merrill Lynch Wealth Management where he began in the financial services industry in 2012. Matt was a practicing attorney for several years but does not provide legal advice in his current role at Morgan Stanley.*
Matt is married to Keilah Smith of Mobile, Alabama. They live in Homewood with their daughters, Mary Jennings and Margaret Ruth, and are active members of the community. Matt previously served on the Board of Directors for the Trinity Child Development Center and is a member of the University of Alabama National Alumni Association. Keilah and Matt enjoy being at the lake, snow skiing, and college football.
Matt holds a Juris Doctorate from Thomas Goode Jones School of Law, and a Bachelor's degree in Finance from The University of Alabama. Before joining Morgan Stanley in 2025 Matt worked for Merrill Lynch Wealth Management where he began in the financial services industry in 2012. Matt was a practicing attorney for several years but does not provide legal advice in his current role at Morgan Stanley.*
Matt is married to Keilah Smith of Mobile, Alabama. They live in Homewood with their daughters, Mary Jennings and Margaret Ruth, and are active members of the community. Matt previously served on the Board of Directors for the Trinity Child Development Center and is a member of the University of Alabama National Alumni Association. Keilah and Matt enjoy being at the lake, snow skiing, and college football.
Securities Agent: TX, MT, NC, MO, CT, CO, SC, LA, IA, DE, MS, IL, AL, NV, GA, TN, PA, NY, IN, FL, CA, VA, OH, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1033585
NMLS#: 1033585
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
As your dedicated financial advisor, my role is to tailor a personalized financial strategy which fits your needs. In my experience working with clients, I have developed a step-by-step approach to service:
Discovery Process
I take the time to fully understand you and your family – whether you’re planning for retirement, purchasing a home, or living out your golden years – I consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, I help create a risk-balanced strategy which maps a clear path to achieving your success.
Implementing Your Plan
I apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to ensure swift decisive action in all market scenarios.
Measuring Your Success
I check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. My ultimate mission is your success and well-being.
Digital Modern Wealth Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewMedia & Research
Morgan Stanley publishes media in the form of research, articles, podcasts, videos and more. The links below are updated regularly to ensure you receive the latest insights on market news and current events.
Thoughts on the Market Podcast
Each week, Morgan Stanley CIO Mike Wilson, or a member of his team, offers perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to this week's update.
Listen to the latest episode
Global Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read this week's report
Morgan Stanley Research
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
See the latest research
2026 Tax Tables
This helpful resource outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2026 federal tax tables
2025 Maximum Benefit and Contribution Limits
Take a look at the maximum benefit and contribution limits for retirement accounts up until the year of 2025. Click below to view.
Click Here
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Financial Literacy for Any Stage of Your Life
2026 Investment Outlook: U.S. Stocks Shine in Spotlight of Favorable Conditions
Risk Assets are poised for a strong year in a friendly policy and macroeconomic environment, with U.S. stocks outperforming peers. U.S. government bonds are likely to weaken after a rally in the first half of the year.
Learn More
2026 Economic Outlook: Moderate Growth With a Range of Possibilities
U.S. consumer spending and capital expenditures on AI are likely to drive moderate growth as global inflation slows.
Learn More
How Will Credit Markets Fare in 2026
To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit.
Learn More
Will 2026 Tame the Bull Market?
A resilient economy and strong corporate earnings are likely to drive continued equity gains in 2026. But these gains may be tempered, with optimism already priced into valuations and policy risks looming.
Learn MoreMANAGING FAMILY & GENERATIONAL WEALTH
Managing significant family and generational wealth is complex and often raises difficult questions. See the resources below for more information about managing and preserving significant family wealth.
The State of Your Parent's Estate
Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents' plan.
Learn More
The Millennial and Gen Z Guide to a Sweet Retirement
How the power of time can help savvy young investors grow an impressive portfolio.
Learn More
Exploring Investments: Stocks, Bonds, and Beyond
This session will dive into the fundamentals of investing, from understanding market dynamics, defining asset classes such as stocks and bonds and other investment vehicles, as well as discussing asset allocation and diversification, this session will provide valuable insights to kickstart your investment journey.
Watch the Replay Here
Building a Family Enterprise That Lasts
Successful family businesses establish a shared mission and succession plan to endure for generations to come.
Click here to learn more
How to Break the Ice Around Family Finances
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
Click here to learn more
5 Personal Money Moves for the New Year
Heading into 2026, it's time to take stock of your budget, debt and investments - and check them against your financial goals. These five steps can get you started.
Learn moreLocation
3500 Colonnade Parkway
Suite 200
Birmingham, AL 35243
US
Direct:
(205) 969-7038(205) 969-7038
Awards and Recognition
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Matthew Smith today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
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
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
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
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
