Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.  With offices in more than 41 countries, the Firm’s employees service client worldwide including corporations, governments, institutions and individuals. 

Matthew A. Thompson, CFP^®, CIMA^® has been providing highly customized advice, personalized investment solutions and financial planning services for more than 23 years.  As the financial services industry has moved to a more consultative approach, his corporations and non-profit organizations have looked for guidance in strategic planning, employee engagement, and corporate benefits in addition to the traditional financial services.

Having a presence in the local community is one of his personal undertakings.  He is currently Co-Chairman of the Board for the American Red Cross on Long Island and on the Board of Directors for the Greater New York Region.  He also involved other numerous other non-profit organizations, The Energeia Partnership and teaches financial literacy to local high schools as a SIFMA Foundation volunteer.