Matthew Westphal

Background

About Matthew Westphal

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a world class trading and execution platform and a full spectrum of investment choices. Matt Westphal is a Senior Vice President, Financial Advisor, and a founding partner of the Hershkowitz-Westphal-Clemens Group at Morgan Stanley in Seattle. Matt holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He received his B.A. in Finance from Western Washington University. Previously to joining Morgan Stanley, he was a Financial Advisor at Merrill Lynch Wealth Management since 1998. Matt works closely with his clients to build a customized wealth management strategy that is flexible as their needs and market conditions change. When appropriate, he works with clients' attorneys, accountants, and other advisors to help coordinate their financial and legacy strategies on matters such as sale of a business, concentrated stock positions, retirement planning, wealth management and wealth transfer. Matt was named to the Forbes "Best-in-State Wealth Advisors" list, April 2022 for the 5th consecutive year.(2018,2019,2020,2021,2022) 2018,2019,2020,2021,2022 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018,2019,2020,2021,2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: NMLS #526600