Top Content Curve
Matthew Sohns
Matthew Sohns
Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
106 Business Park Drive
Utica, NY 13502
tel: 315-792-1203
toll free: 800-443-5450
fax: 315-792-1222
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Kiwanis
    Member
    Oneonta, NY
  • Catskill Area Hospice
    Volunteer
    Oneonta, NY
  • Active in Several Community Affairs
Education and Licensing
  • BS - Economics, Concentration in Finance
    Presently Working on MBA
    American International College
    Springfield, MA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
Services
  • Asset Management
  • Business Planning
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Qualified Retirement Plans
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Education Planning
  • 401k Rollovers
  • Annuities
Business Experience
  • 1998 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Advisor
    Financial Planning Specialist
    Utica, NY
  • 1996 - 1998: Curtis Universal
    International Sales Manager
    Springfield, MA
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.
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
Matthew Sohns is licensed in the following state(s): AL, CA, CO, CT, FL, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WV
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

Recessions and Bear Markets (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]