Matt Adey Email & Phone Number
Vice President, Financial Advisor @ Morgan Stanley Wealth Management
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Matt Adey Location
- Saint Paul, MN, US
Matt Adey Work
- Vice President, Financial Advisor @ (March 2025 - Present)
- Vice President, Investment Consultant @ (July 2022 - March 2025)
- Vice President @ (March 2016 - June 2022)
- Vice President @ (June 2004 - February 2016)
- Senior Analyst @ Moag & Company (January 2002 - June 2004)
- Investment Banking Analyst @ (February 2001 - December 2002)
- Staff Accountant @ Arthur Andersen (September 1999 - February 2001)
Matt Adey Education
- Gettysburg College
BS (Accounting and Finance)
1995-1999 - Garnet Valley High School 1992-1995
Matt Adey Skills
- Alternative Investments
- Wealth Management
- Series 63
- Securities
- Leadership
- Investment Strategies
- ETFs
- Investments
- Risk Management
- Asset Management
- Separately Managed Accounts
- Series 6
- Fixed Income
- Asset Allocation
- Series 7
- Account Management
- Equities
- Sales
- Mutual Funds
Matt Adey Summary
- Matt Adey, based in Saint Paul, MN, US, is currently a Vice President, Financial Advisor at Morgan Stanley Wealth Management. Matt Adey brings experience from previous roles at Morgan Stanley, PGIM Investments, BlackRock and Moag & Company. Matt Adey holds a 1995 - 1999 BS in Accounting and Finance @ Gettysburg College. With a robust skill set that includes Alternative Investments, Wealth Management, Series 63, Securities, Leadership and more. Matt Adey has 2 emails and 3 mobile phone numbers on RocketReach.
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