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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.
Associations
- Florida Bar Member
Real Property, Probate and Trust Law Section
Family Law Section - Collaborative Family Law Group of Central Florida
- Winter Park Rotary
- International Association of Collaborative Professionals
Services
- Estate Planning
- Wealth Management
- Financial Planning
- Philanthropic Services
- Planning for Special Needs Individuals
- Business Succession Planning
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
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, call or send an email.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals. To learn more, email me.
Matthew P. Bartolomei is licensed in the following state(s):
CA, FL, GA, MD, NC
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.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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