Matt Edwards
Associate Private Banker
Whitney Drayer
Senior Vice President, Wealth Management,
Financial Advisor,
Wealth Management
Direct:
(423) 752-4736(423) 752-4736
Toll-Free:
(800) 745-7745(800) 745-7745
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
My Story and Services
My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Honors: National Sales Director Award
Honors: National Sales Director Award
Securities Agent: RI, MO, WA, TN, MI, ME, TX, MD, KY, CA, AR, WI, PA, NM, GA, VA, LA, FL, NC, MS, DC, SC, OH, NY, NJ, IL, CO, AL, NV, MT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1270031
NMLS#: 1270031
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- 1988 Green Hills High School Cincinnati OH
- 1992 Transylvania University: B.A Management
- Life Insurance & Long Term Care
- Retirement Planning Specialist
- Series 7 License
Associations
- Interfaith Hospitality Network
- Volunteer for JDRF (Juvenile Diabetes Research Foundation)
Working With You
Our goal at the TDP Group is to create and implement a personalized financial strategy that encompasses all facets of your financial wealth and health. We deploy a step-by-step process that keeps you informed, involved, and on-track for your goals.
Discovery
We take the time to get to know you and your family as we begin to build our relationship. Regardless of your goals, we consider your entire financial and life picture to carefully craft a financial strategy that best fits you and your loved ones.
Goals Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Working together we can uncover your needs, manage risk, and build a customized plan to help you reach your financial goals.
Goals Based Planning
Forming Your Strategy
Using your life goals and personal circumstances as a blueprint, we create a risk-balanced strategy that maps out a clear path to achieving your goals.
Retirement Planning
Most of us have numerous goals, but no goal is more important than securing a comfortable retirement. It is important to look at time horizon, Risk tolerance, and current savings to structure a sound retirement plan.
Strategy Implementation
We conduct careful research and analysis that is coupled with Morgan Stanley's global suite of services to help ensure swift and versatile action in all market scenarios.
Financial Planning Analysis
To begin your financial planning analysis, please follow the link below to complete our questionnaire.
Financial Planning Questionnaire
Ongoing Review
Once your plan is implemented, our work together has only just begun. We consult with you regularly to monitor the performance of your strategy to help ensure that you remain on-track towards your goals despite any changes in your life or the markets.
A LOOK INTO THE MARKETS
The following research is meant to transform complex financial analysis and research into concise and easily digestible content. We hope you find this information helpful.
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition here.
Read the Latest Report
Thoughts On the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Listen To The Latest Episode
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
The Morgan Stanley Minute
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond.
Listen To The Latest EpisodeCybersecurity Resource Center
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do.
The Firm is actively supporting a multitude of layers of security. Security includes the following; strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
The Firm is actively supporting a multitude of layers of security. Security includes the following; strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Family Office Cybersecurity
Family Offices can be quite vulnerable to cyber threats and the dangers of ransomware are real. Consider these best practices to protect your information and assets in an increasingly complex digital world.
Click here to learn more
Cloud Computing
As companies accelerate the move toward cloud computing, cybersecurity challenges have unequivocally intensified. Learn how two key software markets are poised to converge to mitigate new threats.
Click here to learn more
Protecting your Smart Device
Smart devices, we can’t live without them. They know our voices, our search history, and much more. This can present security risks. Here’s how to protect yourself:
Click here to learn more
Online Security Center
afeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Access the Online Security Center
Cryptocurrency Scams
Cryptocurrency is attracting quite a bit of attention lately—including from cybercriminals. Learn more about this digital currency, as well as some popular scams that are being perpetrated by fraudsters.
Click here to learn more
Cybersecurity for College Students
College students may not be too concerned about being a target for hackers. Find out why cybercriminals may prey on students and how they can protect themselves.
Click here to learn more
Protecting your Digital Footprint
Worried about how much of your personal information is available online? See how you can manage your digital footprint.
Click here to learn more
Cybercrime Preparedness
Was your email hacked? Your Social Security Number stolen? Do you know how to respond? Learn the steps to take if and when your identity, account, device or information is compromised.
Click here to learn more
Staying Cybersafe on Vacation
Going on vacation? You may be on a break, but cybercriminals aren't! Use these tips to help ensure you return home with your cybersecurity intact.
Click here to learn more
Phone Security
You likely spend more time each day on your smartphone than on your computer, but do you pay as much attention to protecting the security of your phone as your computer? Find out why you should.
Click here to learn moreLocation
820 Broad Street
1st Floor
Chattanooga, TN 37402
US
Direct:
(423) 752-4736(423) 752-4736
Toll-Free:
(800) 745-7745(800) 745-7745
Fax:
(423) 208-9974(423) 208-9974
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Matt Edwards
Matt Edwards is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Georgia and Tennessee.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Matt began his career in financial services in 2009, and joined Morgan Stanley in 2015 as a Private Banker Advisory Associate.
Matt is a graduate of the Georgia Southern University, where he received a Bachelor Degree in Business Administration, and Valdosta State University, where he received his Masters Degree in Business Administration. He lives in Atlanta, Georgia.
Outside of the office, Matt is an enthusiastic fly fisherman and artist. Most recently, he served as liaison with Junior Achievement, a program that develops entrepreneurship, financial literacy, and workplace readiness in undeveloped communities.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Matt began his career in financial services in 2009, and joined Morgan Stanley in 2015 as a Private Banker Advisory Associate.
Matt is a graduate of the Georgia Southern University, where he received a Bachelor Degree in Business Administration, and Valdosta State University, where he received his Masters Degree in Business Administration. He lives in Atlanta, Georgia.
Outside of the office, Matt is an enthusiastic fly fisherman and artist. Most recently, he served as liaison with Junior Achievement, a program that develops entrepreneurship, financial literacy, and workplace readiness in undeveloped communities.
NMLS#: 763106
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
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
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
Are You Prepared for Tax Day?
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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
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Whitney Drayer today.
1Morgan 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.
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
