Top Content Curve
Matthew B. Beck
Matthew B. Beck
Financial Advisor
Financial Planning Specialist
Fifth Third Building
110 North Main Street, Suite 1100
Dayton, OH 45402
tel: 937-223-4092
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Associations Honors Services Education Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • CF Kettering, Inc., 1989 - 2001
    Investment Committee & Board of Directors
    Member
    Wilmington, DE
  • St. Paul's Church Vestry
    Vice Chairman
  • Oakwood Schools Boosters
    Board of Directors
  • Junto Society
    President
Honors and Recognitions
  • Boca Raton Rotary - Rotarian of the Year, 1992
  • 400 Meter Dash Ohio State Champion (age 50-54) 2009
Services
  • Asset Management
  • Retirement Planning
  • Wealth Management
  • Estate Planning
  • Lending Services
  • Philanthropic Services
  • Alternative Investments
  • Qualified Plans
  • Long Term Care Insurance
  • 529 Plans
  • Futures
  • Municipal Bonds
Education and Licensing
  • MBA, 1983
    University of Indianapolis
    Indianapolis, IN
  • BS - Marketing, 1979
    Miami University
    Oxford, OH
  • Cannon Financial Institute Trust School
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Long-Term Care Insurance Licensed
Business Experience
  • 2004 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Dayton, OH
  • 2002 - 2004: Fifth Third Bank
    Investment Consultant
    Indianapolis, IN
  • 2000 - 2002: 401KExchange.com
    Department Manager
    Lake Worth, FL
  • 1989 - 2000: Sunrise Computer Software
    President & Owner
    Boca Raton, FL
Bulletin Board
  • 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.
  • To see timely market data, including CD Rates, Quotes and MarketWatch, click on Key Links on the left.
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
Matthew B. Beck is licensed in the following state(s): AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, MO, NE, NV, NY, OH, PA, SC, TX, VA, WA, WI
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

Portfolio Strategist - A Weekly Guide for Investors (pdf)

Equity Market Weekly (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]