Menlo Park, June 15th, 2012 – Morgan Stanley Smith Barney announced today that Matthew Herrick has joined David Waisbein, a Financial Advisor and Senior Investment Management Consultant, at the firm’s Wealth Management office in Menlo Park at 2882 Sand Hill Road, Suite 200 as a Financial Advisor and Chartered Financial Analyst (CFA).
Formerly with Merrill Lynch Wealth Management for 3 years, Mr. Herrick is a native of San Jose, CA. He holds a bachelor’s degree from University of Washington, and a law degree from the University of Michigan. Matthew currently lives in San Jose with his family.
Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For more information, call (650) 234-5171.
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