Tj Mathis, CFP®
Vice President, Branch Manager, Financial Advisor, Family Wealth Advisor, Financial Planning Specialist
Phone:
(903) 579-2247(903) 579-2247
Morgan Stanley
Tyler Branch Office
You define success, we help you achieve it
909 E Southeast Loop 323
Ste 170
Tyler, TX 75701
US
Branch:
(903) 581-4344(903) 581-4344
Toll-Free:
(800) 777-7749(800) 777-7749
Branch Manager
TJ MathisPhone:
(903) 579-2247(903) 579-2247
About Morgan Stanley Tyler Branch
At Morgan Stanley's Tyler Branch, we embrace the five core values of the firm. The five values are as follows: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and giving back. We work hard to implement these values into every aspect of our business.
For everyone at our branch, the first and most important thing when it comes to working with our clients is trust. We work with clients from a variety of backgrounds and we understand that each client has a unique story, set of challenges, and objectives that are important to them. We take the time to understand these goals so we can help our clients accomplish them, make their lives easier, and provide peace of mind.
Establishing a level of trust to make this all possible begins with our financial advisors. We enable our advisors by providing them with access to state of the art modern wealth management tools, and fostering an environment for constant education and improvements on all levels of our business.
For everyone at our branch, the first and most important thing when it comes to working with our clients is trust. We work with clients from a variety of backgrounds and we understand that each client has a unique story, set of challenges, and objectives that are important to them. We take the time to understand these goals so we can help our clients accomplish them, make their lives easier, and provide peace of mind.
Establishing a level of trust to make this all possible begins with our financial advisors. We enable our advisors by providing them with access to state of the art modern wealth management tools, and fostering an environment for constant education and improvements on all levels of our business.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Tyler Branch
Jessica Miller
Managing Director, Market Executive
Phone:
(210) 277-4441(210) 277-4441
Rachel Cano
Vice President, Associate Market Manager
Phone:
(210) 277-4468(210) 277-4468
Mike Howard
Vice President, Business Development Manager
Phone:
(210) 277-4468(210) 277-4468
Callie Collector
Branch Administrator
Phone:
(512) 370-0434(512) 370-0434
Matthew Lauritzen
First Vice President, Business Service Manager
Phone:
(210) 277-4455(210) 277-4455
Aleta Baggett Johnson
Vice President, Risk Officer
Phone:
(210) 301-3202(210) 301-3202
About Tj Mathis
As a CERTIFIED FINANCIAL PLANNER™ professional, TJ Mathis brings an advanced level of knowledge and credentials to various wealth management needs. This certification provides for overall financial planning; including investments, income tax planning, retirement planning, employee benefits, estate planning, risk management, and insurance. In addition to education, being a CFP® advisor means that he is held to a higher level of ethics and professional conduct. TJ will coordinate with a team of professionals including CPAs and attorneys on behalf of his clients.
TJ works on a team with his mother Marina Schroeder. His primary roles for the team is to use proprietary Morgan Stanley tools and his additional training to create long term plans for clients to achieving their multi generational planning goals. In addition to creating plans, TJ's research responsibilities for the team include monitoring hedge fund, private equity and other alternative investments opportunities that are underutilized by many financial practitioners.TJ is a Graduate of Leadership Tyler Class 27 and has served as Commodore of the Tyler Yacht Club. He enjoys spending his free time with his wife Stacy and children Connor, Luke, and Corbin on their sailboat, golfing, and cooking.
TJ works on a team with his mother Marina Schroeder. His primary roles for the team is to use proprietary Morgan Stanley tools and his additional training to create long term plans for clients to achieving their multi generational planning goals. In addition to creating plans, TJ's research responsibilities for the team include monitoring hedge fund, private equity and other alternative investments opportunities that are underutilized by many financial practitioners.TJ is a Graduate of Leadership Tyler Class 27 and has served as Commodore of the Tyler Yacht Club. He enjoys spending his free time with his wife Stacy and children Connor, Luke, and Corbin on their sailboat, golfing, and cooking.
Securities Agent: SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, SD, DE, DC, CT, CO, CA, AZ, AR, AL, AK, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1364474
NMLS#: 1364474
About Jessica Miller
Jessica is the Market Executive for Morgan Stanley. Previously, she was a Regional Management Associate with Morgan Stanley. Prior to joining Morgan Stanley, she was Bank of America Market President for San Antonio and served as the Merrill Lynch Complex Director (Market Executive) for South Texas. While Complex Director, Jessica was the Chairwomen for the Merrill Lynch National Market Executive Strategy Council. Prior to joining wealth management field leadership, she was Head of Alternative Investments Distribution for both Merrill Lynch’s Private Banking and Investment Group (PBIG) and US Trust where she led a team of specialists supporting Financial Advisors and Ultra High Net Worth clients. She has more than 25 years’ experience in wealth management.
Jessica earned a Bachelor’s of Science degree from Rutgers University where she competed as an NCAA Division I Fencer.
Jessica resides in Alamo Heights, TX with her husband and two teenage children. She is also a proud board member of the San Antonio Food Bank. Jessica is an avid sports fan and enjoys being a lacrosse mom for both of her kids. When she is not on the sidelines of a lacrosse field, you can find her traveling with family or entertaining friends.
Jessica earned a Bachelor’s of Science degree from Rutgers University where she competed as an NCAA Division I Fencer.
Jessica resides in Alamo Heights, TX with her husband and two teenage children. She is also a proud board member of the San Antonio Food Bank. Jessica is an avid sports fan and enjoys being a lacrosse mom for both of her kids. When she is not on the sidelines of a lacrosse field, you can find her traveling with family or entertaining friends.
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Branch Address
909 E Southeast Loop 323
Ste 170
Tyler, TX 75701
US
Branch:
(903) 581-4344(903) 581-4344
Toll-Free:
(800) 777-7749(800) 777-7749
Fax:
(903) 581-4323(903) 581-4323
Details
We are located on the first floor of the 1 America Building on the South West corner of Loop 323 and Copeland Road.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. 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. 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.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. 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. 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.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024