About TJ Mathis
As a Certified Financial Planner, TJ Mathis offers a deep understanding of comprehensive wealth management, helping clients navigate complex financial needs. His expertise spans investments, tax planning, retirement, estate strategies, and risk management. With the prestigious CFP designation, TJ is committed to a high standard of ethics and professionalism, ensuring his clients receive thoughtful, personalized advice.
TJ works closely with his team of registered professionals to develop holistic plans that help his clients achieve their multi-generational financial goals. Leveraging Morgan Stanley’s proprietary tools, TJ creates tailored long-term strategies, while also staying ahead of the curve by researching alternative investment opportunities like hedge funds and private equity.
A proud graduate of Leadership Tyler Class 27, TJ’s leadership skills extend beyond the office. He served as Commodore of the Tyler Yacht Club and enjoys spending his free time sailing with his wife, Stacy, and their three children – Connor, Luke and Corbin. Whether he’s on the water, the golf course, or in the kitchen, TJ brings passion and dedication to everything he does.
Securities Agent: LA, MD, ME, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, MI, MN, 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, MA, AR, AK, AL, ID, IL, IN, KS, KY; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1364474