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Mike Matthews
Mike Matthews, CFP®
Vice President - Wealth Management
Financial Planning Specialist
370 17 Street
Suite 2800
Denver, CO 80202
tel: 303-572-4051
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Education Services Honors Associations 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.
Education and Licensing
  • Bachelor of Science - Accounting, 1993
    University of Colorado
    Boulder, CO
  • CERTIFIED FINANCIAL PLANNER™, 2004
    Denver, CO
  • Series 7 & 66 Licensed, 2000
  • Life & Variable Annuity Insurance Licensed, 2000
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
Honors and Recognitions
  • Blue Chip Council
  • President's Council
Associations
  • Denver Buff Club
    Board Member
    Denver, CO
  • Denver Rotary
    Member
    Denver, CO
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Denver, CO
  • 1999 - 2000: Bank One
    Commercial Client Services
    Denver, CO
  • 1993 - 1999: Professional Mogul Skier
    Self-Employed
    Vail, CO
Bulletin Board
  • With our Wealth Planning Center experts, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning.
  • The Global Investment Committee meets regularly to discuss changing global market conditions and the impact on asset allocation recommendations provided to clients.
Mike Matthews is licensed in the following state(s): AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.
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.
FEATURED REPORTS

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

On the Markets (pdf)

The Citi PULSE Monitor - Market Outlook (pdf)
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Morgan Stanley Smith Barney
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