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Matt Kuerzi

Matt Kuerzi

Financial Advisor

location of Matt KuerziLouisville Metropolitan Area

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  • Timeline

  • About me

    Insurance Planning Director | Financial Planning | Retirement Planning Senior Vice President, Financial Advisor at Morgan Stanley

  • Education

    • University of Kentucky

      1998 - 2002
      Bachelor of Business Administration (B.B.A.) Finance, General

      Activities and Societies: Graduated with Honors, Cum Laude

    • St. Xavier High School

      1994 - 1998

      Activities and Societies: During my time as a student at Saint X, amongst other activities, I was a member of the Kentucky State Championship football teams in 1995 and 1997. I was selected for the National Honor Society in 1997 and 1998 and served as Committee Co-Chair for the Student Activities Council in 1997 and 1998 as well. Prior to graduation, I was honored by the faculty with the "Spirit of Saint Xavier" Alumni Award for the Class of 1998. 

  • Experience

    • A.G. Edwards & Sons, Inc.

      Jun 2002 - Jan 2005
      Financial Advisor

    • Morgan Stanley

      Jan 2005 - now
      Senior Vice President, Financial Advisor

      ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan 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.NMLS#: 1332000 Show less

  • Licenses & Certifications

    • NMLS

      Nationwide Mortgage Licensing System
      Jun 2015

  • Honors & Awards

    • Awarded to Matt Kuerzi
      2023 - Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors Forbes Apr 2023 Forbes America's Top Wealth Advisors & Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Matt Kuerzi
      2019 - Forbes Top Next-Gen Wealth Advisors Forbes Sep 2019 Financial Advisors on this list represent the future of the wealth management industry while making a meaningful difference in their clients' financial lives.​Forbes Top Next-Gen Wealth AdvisorsSource: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19. https://www.morganstanley.com/disclosures/awards-disclosure.html