Matthew P. Herrick, CFA. Financial Advisor Providing Sound Financial Advice to Personal Injury Plaintiffs

Transcription

1 Matthew P. Herrick, CFA Financial Advisor Providing Sound Financial Advice to Personal Injury Plaintiffs

2 2882 Sand Hill Road Suite 200, Menlo Park, CA / MAIN / TOLL-FREE / FAX Matthew.Herrick@morganstanley. com

3 As a trial lawyer, you are well aware of the financial challenges facing your clients as they deal with health, medical and other expenses related to their injuries. I am an experienced financial professional providing guidance to victims of personal injury torts. My services to you and your clients include: - Professional Investment Advice - Structured Settlements - Trustee Services through Third Party Institutions - Administrative Assistance with Settlement Please consider me when the needs of your clients arise. - Matthew P. Herrick MATTHEW P. HERRICK 3

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5 My Background Matthew P. Herrick, CFA Financial Advisor As a veteran of two trading floors, a former corporate lawyer, and a holder of the prestigious Chartered Financial Analyst (CFA ) designation, Matthew brings a perspective to wealth management that is distinctive. His practice focuses primarily on the legal community where he assists attorneys, their firms and their clients primarily in the areas of personal injury, divorce and tax and estate planning strategies. Matthew Herrick joined Morgan Stanley Wealth Management in 2012 from Merrill Lynch Wealth Management where his began building his financial advisory practice in He and his partner, David Waisbein, formed The Waisbein Herrick Group at Morgan Stanley and work out of the firm s Menlo Park office on Sand Hill Road. Previously, he was an attorney with the law firm of Pillsbury Winthrop Shaw Pittman LLP in San Francisco. Prior to law school, he held retail and institutional sales positions at Franklin Templeton, Montgomery Securities and Banc of America Securities. Matthew is a graduate of the University of Washington and the University of Michigan Law School, a CFA Charter Holder and a Certified Structured Settlement Consultant (CSSC). He spends most of his time away from the office with his wife and three children. He is a native of San Jose, CA, where he attended Bellarmine College Preparatory. MATTHEW P. HERRICK 5

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7 My Commitment to Your Personal Injury Clients and Their Families "The very essence of civil liberty consists in the right of every individual to cliam the protection of the laws, whenever he receives an injury." John Marshall As a former attorney with over a decade of experience in the financial services industry, Matthew Herrick brings a unique set of perspectives to the field of personal injury settlements. He assists clients and their attorneys not only in the areas of structured settlements and investment management but also with a range of adminstrative issues related to the settlement of personal injury cases. His commitment to his clients and their families as they go forward with their lives after settlement is what distinguishes his efforts from those of other service providers. MATTHEW P. HERRICK 7

8 Morgan Stanley strives to offer clients the finest in financial thinking, products and execution to help them meet their individual needs and achieve their personal financial goals. When we work together, you ll benefit from personalized advice, objective guidance and dedication to your success as an investor. With access to Morgan Stanley s renowned global resources and investment opportunities, we can help you develop and maintain an optimal investment strategy. Our wealth management strategy will address key areas of your financial life beyond traditional investments and may incorporate diverse recommendations for building and protecting your wealth. Morgan Stanley Smith Barney LLC ( Morgan Stanley ), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. This material was not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor.The appropriateness of a particular investment or strategy will depend on an investors individual circumstances and objectives Morgan Stanley Smith Barney LLC. Member SIPC /2014 CRC CA Insurance Lice # 0G55143