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Cfa® Matthew Gimmelli

Matthew Gimmelli, a dedicated and accomplished professional in the finance industry, holds a Bachelor of Science degree in Finance from Arizona State University. With a wealth of experience, he has held key positions in various reputable organizations, showcasing his expertise and knowledge in the field.

Currently, Matthew serves as the Senior Vice President and Financial Advisor at Morgan Stanley, where he plays a vital role in providing financial guidance and assistance to clients. Prior to this role, he held the position of Senior Portfolio Manager at Viewpoint Financial Group, demonstrating his proficiency in managing investment portfolios and assets.

Previously, Matthew also excelled in positions such as Vice President-Wealth Management at UBS, Second Vice President-Wealth Management at Morgan Stanley, and Senior Associate at Vanguard. These roles have equipped him with a diverse skill set and extensive experience in wealth management, further solidifying his reputation as a seasoned professional in the finance sector.

Cfa® Matthew Gimmelli
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Location

Phoenix, Arizona Area