Matthew E Luber
Vice President, Wealth Management,
Financial Advisor
Direct:
(813) 227-2017(813) 227-2017
My Story and Services
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: IA, FL, CT, TN, PA, OR, NM, CA, AZ, ID, OH, DE, TX, MO, MI, WA, NV, NH, NE, MA, IN, GA, AR, AL, WY, VT, NJ, LA, HI, WI, OK, KY, SC, RI, NY, NC, ME, MD, VA, MS, MN, CO, UT, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1579579
NMLS#: 1579579
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
Our clients are hard-working people who have built successful careers, thriving businesses, or both. They have saved diligently, taking advantage of the incentive and retirement programs their companies have offered them. They often come to us for help in making the best use of those programs, and stay for advice in achieving a successful financial future.
Together, we work to create a financial plan that is designed to allow them to maintain their lifestyle in retirement while helping out the people and the causes that are closes to their hearts.
Our core mission is to help you navigate the transitions in your life and move confidently toward your financial goals.
Together, we work to create a financial plan that is designed to allow them to maintain their lifestyle in retirement while helping out the people and the causes that are closes to their hearts.
Our core mission is to help you navigate the transitions in your life and move confidently toward your financial goals.
Corporate Employees
Whether you’re a few years out from retirement, or recently received a promotion leading to a more complex compensation structure, we take these into consideration to generate a plan curated for you that can help build your assets on your journey of financial success. Whatever the complexities are, we are ready to help you meet your goals
Business Owners
Whether you require assistance navigating the sale or transfer of your business, the advice or capital required to grow the business, looking to provide your employees with a 401K, or simply a plan designed to safeguard your assets and build on your continued success, we are here to help you
Multi-Generational Families
Given the complexity of challenges, aspirations and opportunities of multi-generational families. We can help you create a customized, comprehensive estate planning strategy to help protect and achieve your unique vision of a successful life and legacy for you and your family.
Our Planning Process
Our process begins with you, your investment objectives and your financial goals. Our approach is holistic and encompasses all the elements of your financial life. We will work closely with you to create a tailored strategy to get you there.
Discovery
We take the time to fully evaluate and understand the financial goals of you and your family. Whatever the situation, planning for retirement, looking for tax efficiencies, and defending your estate. We consider all of your needs, wants, and desires when building your financial plan. To do this, we need to understand what is most important to you.
Evaluation & Implementation
Using our institutional risk management framework to assess current assets and risk exposures, we will begin to construct a financial plan that resembles the vision you shared with me in discovery. Then, with your approval, we begin to implement the plan.
Communication
To ensure a personalized experience, we customize a communication plan that takes into account your preferences. The truth is, life throws curve balls and so do the markets, that's why we continuously communicate and work closely with each client.
Ongoing Review
Lastly, we meet regularly to ensure your plan and goals remains current and look at the progress made towards achieving your goals.
LifeView Financial Goal Analysis
Through the use of the LifeView Goal Analysis tool, we will work with you to create a personalized financial plan. Over time, we will adapt it to changing circumstances, helping you achieve your goals and protect what is meaningful to you.
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Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's state-of-the-art Aladdin risk engine. It provides you with comprehensive risk analytics and a sophisticated view across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Click to View VideoInvestor Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online today
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.
Click Here to Learn More
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get started today
Data Security
At Morgan Stanley, our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
Click Here to Learn More
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click Here for the "GIC Weekly"
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here for the "On The Markets"
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Click Here for the Latest Episode
Thoughts On The Market Podcast
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.
Click Here for the Latest EpisodeLocation
4890 W Kennedy Blvd
Ste 700
Tampa, FL 33609
US
Direct:
(813) 227-2017(813) 227-2017
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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 E Luber today.
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
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)
