Matthew Becker

Matthew Becker

Vice President - Investments

Followers of Matthew Becker845 followers
location of Matthew BeckerGreater Boston

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  • Timeline

  • About me

    Vice President | Financial Advisor at Morgan Stanley

  • Education

    • University of New Hampshire -- Peter T. Paul College of Business and Economics

      -
      BS Finance

      Activities and Societies: The Peter T. Paul College of Business and Economics was formerly the Whittemore School of Business and Economics.

  • Experience

    • Morgan Stanley

      Mar 1995 - May 2001
      Vice President - Investments

      Director's Club 2000

    • Wells Fargo Advisors

      May 2001 - Jun 2006
      First Vice President - Investments

      My practice was focused on serving the needs of high net worth individuals in the technology industry.

    • Merrill Lynch

      Jun 2006 - Jun 2013
      Vice President - Investments

      Chairman's Club Member 2007Outstanding Achievement Award 2007President's Club 2006My practice was focused on serving the needs of high net worth individuals and small institutions. I designed strategies that are designed to help clients build and preserve wealth.

    • Morgan Stanley

      Jun 2013 - now
      Vice President | Financial Advisor

      My focus is developing comprehensive financial plans for a small group of wealthy families and implementing custom strategies to match these plans. This process revolves around you. The better I can understand you and what your goals are, the better I can help you achieve them.©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. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 162983 Show less

  • Licenses & Certifications

    • NMLS#

      Nationwide Mortgage Licensing System
      Nov 2015