MATTHEW N. MORRISON

SENIOR VICE PRESIDENT

Phone: 805-436-6960

Fax: 818-436-6804

[email protected]

Professional Details

40+ years investment and banking industry experience
BS, Finance – California State University, Northridge
Affiliated with Wells Fargo Advisors Financial Network since 2016
Formerly branch manager and complex sales manager with Merrill Lynch and Morgan Stanley
Series 7, 63, 65, variable annuity and life insurance licensed CA Insurance License 0A43269 Resident State CA

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 37-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.

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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