Meredith R. Figler
Client Service Associate
Phone:
(315) 448-3317(315) 448-3317
Matthew E Frechette, CFP®
Managing Director,
Financial Advisor,
Family Wealth Advisor
Direct:
(315) 448-3344(315) 448-3344
My Mission Statement
We sit with you, we strive to understand what is important to you, we assess where you are and listen to where you want to be. We believe the best results start by having a comprehensive plan that is all your own. We care about what is important to you and we are passionate about helping you get there.
About Us
Helping clients with their personalized investment and financial
strategies.
strategies.
Securities Agent: HI, SC, RI, NE, IL, FL, CA, OH, NC, WV, VA, UT, SD, AZ, TX, NH, PA, NV, DE, AR, KY, WY, MA, LA, IN, CT, AL, WI, NY, NJ, MS, ME, GA, DC, CO, WA, VT, TN, MN, MD, MT, MO, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278932
NMLS#: 1278932
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Matt is a Managing Director and Family Wealth Advisor at Morgan Stanley. He graduated from LeMoyne College in 1997 with a Bachelor of Science in Business/Finance.
Matt has been working in all phases of the investment business since 1997. Upon finishing his college internship at Dean Witter Reynolds, Mike Figler asked Matt to join his team. Over the years, Matt’s primary role has been working on portfolio analysis, equity and fixed income trading, annuity and insurance. In 2012 Matt was conferred the designation of CERTIFIED FINANCIAL PLANNER™(TM). In 2016, he achieved the designation of Family Wealth Advisor as part of Morgan Stanleys’ inaugural class.
Matt works closely with individuals, families and businesses to understand the unique challenges and opportunities that each client faces throughout their lives. He believes strongly that once we are able to find the purpose of one’s financial goals we are able to customize solutions and investments that are coordinated. Matt believes that financial planning is a cornerstone to any client relationship. “When we can sit down with a client and truly understand what they are hoping to accomplish, allow them to share their concerns and challenges, assess all of their unique financial decisions and develop a sound, well thought out detailed plan, it provides a great starting point for my relationship with my clients.”
Matt lives in central New York area with his wife, Samantha and two sons, Elijah and Owen. He coaches local youth sports teams and is a founding member of Lukie’s SOUL (a Childrens Miracle Network charity). In his free time he enjoys spending time with family and friends, playing music, golf and anything that keeps him moving.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Matt has been working in all phases of the investment business since 1997. Upon finishing his college internship at Dean Witter Reynolds, Mike Figler asked Matt to join his team. Over the years, Matt’s primary role has been working on portfolio analysis, equity and fixed income trading, annuity and insurance. In 2012 Matt was conferred the designation of CERTIFIED FINANCIAL PLANNER™(TM). In 2016, he achieved the designation of Family Wealth Advisor as part of Morgan Stanleys’ inaugural class.
Matt works closely with individuals, families and businesses to understand the unique challenges and opportunities that each client faces throughout their lives. He believes strongly that once we are able to find the purpose of one’s financial goals we are able to customize solutions and investments that are coordinated. Matt believes that financial planning is a cornerstone to any client relationship. “When we can sit down with a client and truly understand what they are hoping to accomplish, allow them to share their concerns and challenges, assess all of their unique financial decisions and develop a sound, well thought out detailed plan, it provides a great starting point for my relationship with my clients.”
Matt lives in central New York area with his wife, Samantha and two sons, Elijah and Owen. He coaches local youth sports teams and is a founding member of Lukie’s SOUL (a Childrens Miracle Network charity). In his free time he enjoys spending time with family and friends, playing music, golf and anything that keeps him moving.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
250 So. Clinton St
Ste 500
Syracuse, NY 13202
US
Direct:
(315) 448-3344(315) 448-3344
Meet My Team
Katherine M. Miller
Portfolio Associate
Phone:
(315) 448-3337(315) 448-3337
John Bergan
Business Developement Associate
Phone:
(315) 448-3343(315) 448-3343
About Meredith R. Figler
Meredith Figler was born and raised in Fayetteville, New York and has worked in the Financial Industry since 2005. Meredith is responsible for providing outstanding service, building strong relationships with clients by understanding their needs and delivering personalized support. She assists with opening new accounts and ensures a smooth onboarding experience. Meredith also manages money movement transactions with accuracy, efficiency and attention to detail.
Along with her involvement with Women in Wealth at Morgan Stanley, she also spends her time volunteering for the Make A Wish Foundation. In her free time, Meredith enjoys yoga, traveling and spending time with family, friends.
Along with her involvement with Women in Wealth at Morgan Stanley, she also spends her time volunteering for the Make A Wish Foundation. In her free time, Meredith enjoys yoga, traveling and spending time with family, friends.
About Katherine M. Miller
Kathy began her career in the Financial Industry in 1987 with Dean Witter Reynolds, Inc. She currently holds both the Series 7 and 63 Securities License. Kathy provides quality support to a wide range of individual and corporate clients. Kathy manages administrative functions while providing exceptional client service, reporting and education.
Kathy lives in Cicero with her husband Kevin and two sons, Joshua and Jordan. She enjoys watching her boys play hockey and lacrosse, spending quality time with family and friends, attending Paint Nite events and gardening.
Kathy lives in Cicero with her husband Kevin and two sons, Joshua and Jordan. She enjoys watching her boys play hockey and lacrosse, spending quality time with family and friends, attending Paint Nite events and gardening.
About John Bergan
John is a Business Development Associate at Morgan Stanley. Originally from Camillus, New York, John graduated from West Genesee Highschool and was a member of the Varsity Hockey & Lacrosse Teams. He graduated from Le Moyne College in 2022 with a Bachelor of Science in Finance & Business Analytics. As a senior, John received the Frank and Margaret Ahrens Memorial Medal in General Business, which is awarded to the senior in the finance program who graduates with the highest overall GPA. While at Le Moyne College, John was four-year member of the Men’s Lacrosse Team and won the 2021 Division II National Championship.
John has been working in all phases of the investment business since 2021. John was a summer intern at JP Morgan Private Bank. He returned as a full time Private Banking Analyst in the Philadelphia office in 2022, then got promoted to Associate in 2024. During John’s time at J.P Morgan, he focused on investment management, banking, lending, and financial & estate planning strategies with ultra-high net worth individuals, non-profit organizations, and institutions in the Mid-Atlantic Region. In March of 2025, John joined Morgan Stanley, becoming a part of the Frechette Butler Group.
At Morgan Stanley, John works closely with individuals, families, and businesses to understand each client’s unique situation. Because everyone’s situation is different, John is helpful in creating customized solutions to help each client reach their goals. John’s extensive skillsets and strong analytical background help him guide clients’ financial situations through all phases of life.
John lives in Syracuse, NY and enjoys spending his time coaching and playing lacrosse, exercising, golfing, and cooking.
John has been working in all phases of the investment business since 2021. John was a summer intern at JP Morgan Private Bank. He returned as a full time Private Banking Analyst in the Philadelphia office in 2022, then got promoted to Associate in 2024. During John’s time at J.P Morgan, he focused on investment management, banking, lending, and financial & estate planning strategies with ultra-high net worth individuals, non-profit organizations, and institutions in the Mid-Atlantic Region. In March of 2025, John joined Morgan Stanley, becoming a part of the Frechette Butler Group.
At Morgan Stanley, John works closely with individuals, families, and businesses to understand each client’s unique situation. Because everyone’s situation is different, John is helpful in creating customized solutions to help each client reach their goals. John’s extensive skillsets and strong analytical background help him guide clients’ financial situations through all phases of life.
John lives in Syracuse, NY and enjoys spending his time coaching and playing lacrosse, exercising, golfing, and cooking.
Securities Agent: NY, MT, DE, WI, NJ, IL, AR, WA, TN, NC, LA, GA, CA, AL, WY, VA, OH, MO, MD, CT, RI, MA, PA, MS, ME, DC, CO, MN, TX, NV, HI, FL, AZ, UT, NH, NE, KY, IN, WV, VT, SD, SC, MI; General Securities Representative; Investment Advisor Representative
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
Iran Conflict: Seven Takeaways for Investors
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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 E Frechette today.
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.
1Morgan 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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.
5Investing 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Alternative 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.
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
1Morgan 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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.
5Investing 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Alternative 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.
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)
