Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

Meet Matt

Matthew N. Morrison

Senior Vice President

Phone: 805-436-6960

Fax: 818-436-6804

headshot

Professional Details

  • 35+ years investment experience
  • BS, Finance – California State University, Northridge
  • Affiliated with Wells Fargo Advisors Financial Network since 2016
  • Formally branch manager and complex sales manager with Merrill Lynch and Morgan Stanley
  • Series 3, 7, 10, 63, 65, variable annuity and life insurance licensed

Matt is a third-generation resident of the Conejo Valley whose family has been in business in Thousand Oaks since 1937.

His wealth management strategy is simple: he talks with his clients and truly listens to their goals, dreams, and future plans and needs. He holistically coordinates with their estate planning attorneys and accountants, and once he is clear on his clients’ long-term objectives, he recommends investments solely designed to match them and help achieve their financial goals.

Born and raised in Thousand Oaks, Matt has two grown children living in the area. In his off-time, Matt enjoys kayaking, hiking, boating, cowboy action shooting, camping, fishing and community service. He is a 32-year member of the Thousand Oaks Rotary Club and has served on the Boards of the Boys and Girls Club, YMCA, Boy Scouts, Girls Scouts, and California Lutheran University.

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

[[Member Agent]] is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

[[DBA Name if applicable. Delete this section if no DBA]] is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither [[DBA Name and it's employees OR Member Agent]] nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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