Matthew P. Bartolomei - Morgan Stanley Smith Barney Financial Advisor

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Dow	8280.74	-223.32 07/02/09
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Matthew P. Bartolomei

Financial Planning Associate

338 West Morse Boulevard
Suite 200
Winter Park, FL 32789

tel: 407-623-5630
toll free: 800-523-9906
fax: 407-628-3485

Email Me

Welcome Services Associations Education Experience

Welcome

With over 15 years of professional experience, I bring diverse skills and perspective to wealth management. By combining my knowledge of finance with my desire to help families live more meaningfully, I have realized my professional and personal goals.

Understanding my clients’ needs and objectives is essential to the planning process. I perform comprehensive client evaluations designed to determine my clients’ personal and financial objectives. I seek to understand my clients broadly and deeply enough to find the opportunities that are consistent not only with their financial objectives, but also their values. In conversations with my clients, I help them determine what’s really important, and then develop an actionable, flexible financial plan that is a roadmap for the future.

Part of my practice includes working with divorcing individuals, their attorneys, and collaborative professionals to help navigate the complex emotional and financial issues associated with divorce. From budgeting to post-divorce investment management, I strive to help my clients become more knowledgeable, confident, and empowered about their financial future.

My practice is built on three pillars: honesty, integrity, and perspective. This approach enables me to build meaningful, long-lasting relationships with my clients and their families.

Services

Estate Planning
Wealth Management
Financial Planning
Philanthropic Services
Women and Company®
Socially Responsible Investing
Planning for Special Needs Individuals
Business Succession Planning

Associations

Florida Bar Member
Real Property, Probate and Trust Law Section
Central Florida Estate Planning Council
Collaborative Family Law Group of Central Florida
Winter Park Rotary

Education and Licensing

Juris Doctor, 1994
Columbus School of Law
Catholic University of America
Washington, DC
B.S., Economics 1989
Florida State University
Tallahassee, FL
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Life, Health, Disability, Variable Annuities & Long Term Care Insurance Licensed

Business Experience

2007 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Associate
Winter Park, FL
1998 - 2007: Hill Adams Hall & Schieffelin
Partner
Winter Park, FL
1994 - 1998: Hill Adams Hall & Schieffelin
Associate
Winter Park, FL
1989 - 1991: Wachovia Bank (f/k/a First Union)
Banker
Orlando, FL

Bulletin Board

Do you have an estate plan for a life you no longer lead? If you would like to update your plan, speak with us.
Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.

Matthew P. Bartolomei is licensed in the following state(s): CA, FL, GA

This 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.

*Includes years at Smith Barney, affiliates and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

FEATURED REPORTS

Nine Signposts for 2009 (pdf)

2009 Annual Limits: Relating to Financial Planning (pdf)

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