Matthew Hartstein
Matthew Hartstein
First Vice President, Wealth Management

My journey to  Raymond James & Associates

After much due diligence and research, I am excited to announce I have joined Raymond James & Associates as a first vice president of wealth management in its Rochester office. As most of you know, I was employed by TIAA for over 25 years, so the decision to make this move was not a lighthearted one. However, it was necessary to best serve you, my clients. You deserve to be affiliated with a firm that’s aligned with our principles, goals and objectives. 

With its client-first, people-centric culture, Raymond James allows me to thoughtfully live out my core values and personal philosophy. My dedication to you remains at the epicenter of my practice, and I look forward to serving you with the same commitment as I always have in this new role. I will continue to prioritize your interests by offering quality investments, technology, research and planning tools to help meet your needs.

This is an exciting time for us. As we make the most of this new chapter, I look forward to introducing you to the people, resources and broad scope of services Raymond James & Associates has to offer. 

 

Sincerely,
Matthew Hartstein

Services we offer

Banking and Lending Solutions

With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
Niches

News & resources

Infographic: Debunking Social Security myths

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
When it comes to U.S. electricity demand, chatbots matter more than cars

When it comes to U.S. electricity demand, chatbots matter more than cars

07/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy
Walking the tightrope

Walking the tightrope

07/15/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Good June CPI print raises bets for rate cuts

Good June CPI print raises bets for rate cuts

07/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Key trends that are poised to drive the market

Key trends that are poised to drive the market

07/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
2024 election: Prepare for a sweep?

2024 election: Prepare for a sweep?

07/11/2024
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
Economy & Policy
Webinar replay - City of lights, market of opportunities

Webinar replay - City of lights, market of opportunities

07/11/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Tailor your taxes for retirement

Tailor your taxes for retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Identify the connection between net worth and risk tolerance

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle
Beyond demographics

Beyond demographics

07/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history.
Economy & Policy
A recession is coming

A recession is coming

07/08/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Social Security's uncertain future?

Social Security's uncertain future?

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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