Matthew G. Fitzpatrick
Senior Vice President,
Financial Advisor,
Portfolio Management Director,
Financial Planning Specialist,
Lending Specialist
Direct:
(312) 419-3266(312) 419-3266
My Mission Statement
My mission is to help individuals, families, and corporate executives with complex financial needs achieve clarity and confidence through customized planning and disciplined investment strategies so they can make smarter decisions, navigate market uncertainty, and build a lasting legacy.
My Story and Services
Matt has spent his entire 18+ year career at Morgan Stanley, which began in 2008 after graduating with a bachelor’s degree in Economics from Purdue University. Prior to moving to Chicago in 2017, Matt was a Vice President at Morgan Stanley’s headquarters in New York City working in the Institutional Equities Division as an account manager to several of the world’s largest hedge funds.
Now, as a Senior Vice President, Financial Advisor, Portfolio Management Director, Financial Planning Specialist and Lending Specialist with The 233 Wealth Management Group, Matt implements customized wealth strategies for corporate executives, families and individuals utilizing his experience in financial planning, capital markets, alternative investments and tailored lending. He and his partners work with other areas of the firm including Investment Banking, Capital Markets, Private Banking, and Corporate Business Services to help deliver first class business in a first class way. He is registered as a securities agent in all 50 states and holds both Insurance & Variable Annuity Licenses.
Matt currently resides in Wilmette, IL with his wife, Jeanette, and three sons: Connor, Charlie and Will. Outside of the office, he enjoys traveling with his family, coaching his sons’ teams, and is an avid golfer. He is also an active member of Saints JFX Parish and iMentor.
Now, as a Senior Vice President, Financial Advisor, Portfolio Management Director, Financial Planning Specialist and Lending Specialist with The 233 Wealth Management Group, Matt implements customized wealth strategies for corporate executives, families and individuals utilizing his experience in financial planning, capital markets, alternative investments and tailored lending. He and his partners work with other areas of the firm including Investment Banking, Capital Markets, Private Banking, and Corporate Business Services to help deliver first class business in a first class way. He is registered as a securities agent in all 50 states and holds both Insurance & Variable Annuity Licenses.
Matt currently resides in Wilmette, IL with his wife, Jeanette, and three sons: Connor, Charlie and Will. Outside of the office, he enjoys traveling with his family, coaching his sons’ teams, and is an avid golfer. He is also an active member of Saints JFX Parish and iMentor.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AR, MN, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1809632
NMLS#: 1809632
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We understand life gets busy and distracts the focus needed to plan for your future. We are here for you each step of the way, so you may enjoy your wealth, leave the legacy you desire and continue doing the things you love along the way.
Portfolio Management
We take a holistic view of your wealth to help meet your investment goals:
○ Asset Allocation: We provide customized asset allocations including private investments that have the potential to outperform on an absolute basis and provide diversification from traditional investments.
○ Active & Passive Implementation: We allocate the right mix of active and passive strategies opportunistically.
○ Portfolio Construction & Risk Management: We build less directional portfolios to help manage risk and potentially lower volatility.
○ Asset Allocation: We provide customized asset allocations including private investments that have the potential to outperform on an absolute basis and provide diversification from traditional investments.
○ Active & Passive Implementation: We allocate the right mix of active and passive strategies opportunistically.
○ Portfolio Construction & Risk Management: We build less directional portfolios to help manage risk and potentially lower volatility.
Executive Financial Services
We help executives navigate through complex benefit structures and specialize in the following areas:
- The sale of restricted, control and concentrated stocks under SEC Rule 144
- Evaluating complex compensation agreements
- Securities-based loans secured by eligible restricted and control stock
- Wealth transfer and gifting strategies
-10b5-1 Plans: A 10b5-1 plan can give affirmative defense against claims of insider trading. Your plan can include a trading schedule that coordinates with your personal need for liquidity and your own timing requirement
- The sale of restricted, control and concentrated stocks under SEC Rule 144
- Evaluating complex compensation agreements
- Securities-based loans secured by eligible restricted and control stock
- Wealth transfer and gifting strategies
-10b5-1 Plans: A 10b5-1 plan can give affirmative defense against claims of insider trading. Your plan can include a trading schedule that coordinates with your personal need for liquidity and your own timing requirement
Financing and Liquidity Strategies
Through your Morgan Stanley Active Assets Account, you can access a full suite of cash management solutions to help you manage your everyday finances.
Cash Management
Through Morgan Stanley, you can access a full suite of solutions to help you manage your everyday finances. Our digital tools are available to help you conveniently manage your daily finances, accessible via Morgan Stanley Online and the Mobile App.
Trust Planning
Our trustee platform is "open architecture," meaning that we provide you with access to an appropriate third-party corporate trustee for your trust account. Trust specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Charitable Giving
Our Philanthropy Management Offering can help you identify effective and strategic giving options, offer insight and support for private foundations, donor-advised funds, and other charitable vehicles, and establish philanthropic giving circles, which extend the impact of your efforts.
Business Succession Planning
Only 58% of family business owners say they have business succession plans, however most are informal. The eventual sale of a business can be an integral part of one's retirement planning. It's important for owners to leave enough time to plan and have an adequate strategy in place.
Our Approach
We believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals - whether that involves planning for retirement, purchasing a home, or living out your golden years. We will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 2: Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success. We consider all of your challenges, goals, and aspirations when building your financial picture, and create prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 3: Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources to ensure swift decisive action in all market scenarios. We will provide a financial plan presentation to map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Measuring & Monitoring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. We will be monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. Our ultimate mission is your success and well-being.
MONTHLY OUTLOOKS & UPDATES
We strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
Thoughts on the Market
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
2026 Outlook
Global inflation and growth should moderate this year, but the range of possible economic outcomes is wide as uncertainty remains high. For markets, a more favorable policy and macro environment is likely to benefit risk assets, with U.S. stocks outperforming global peers.
2026 Outlook
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
Morgan Stanley Alternative Investments
Tax Day Prep
Still, the saying coined by Ben Franklin more than 200 years ago- "Nothing is certain except death and taxes" - rings true today. Taxes are inevitable. The sooner you get started, the better prepared you'll be both for this tax season and in future years. Here are some steps you can take as the deadline approaches.
Learn More
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Learn More
Location
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 419-3266(312) 419-3266
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Matthew G. Fitzpatrick today.
1Morgan 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.
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.
3Alternative 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.
4Investing 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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
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.
3Alternative 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.
4Investing 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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
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)
