Lisa K. Matthews, CFP<sup>&reg;</sup> - Financial Advisor

Lisa K. Matthews, CFP®

ChFC, CLU

Financial Advisor

Morgan Stanley Wealth Management

61 Tupelo Rd
Marshfield, MA 02050
(617) 478-6535

General

Lisa Matthews is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley Wealth Management in Marshfield, MA and the surrounding communities.

Financial Advisor Overview

I believe your "wealth has a purpose." I help my clients make informed financial decisions while providing them power over their financial life.

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Financial Advisor Experience

I have been working with families, businesses and women for over 30 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources