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.

Nurturing wealth so you can live a longer, better life.
Read More
Niches
A pragmatic approach to wealth management
Read More
Niches
Helping physicians address their unique needs
Read More
Niches

News & resources

Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
View
Estate & Giving
Raymond James Chief Investment Officer Larry Adam embraces the Thanksgiving spirit and shares holiday dynamics that are in better places than a year ago.
Watch Video
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
How to inspire charitable values for generations to come.
Read
Estate & Giving
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Read
Retirement & Longevity
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing
How you can join accredited zoos and aquariums in global conservation efforts.
Read
Estate & Giving
Learn what makes a good franchisor and how to get started.
Read
Business Ownership
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Don’t procrastinate when it comes to prepping for tax season.
Read
Tax Planning
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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use