Matt Stone

CRPS®
Retirement Planning Specialist

Matt is GatherWealth Investment Management’s Retirement Planning Specialist. Before starting GatherWealth Investment Management, Matt was at Morgan Stanley for over 25 years. He is Series 7 and 65 licensed through Commonwealth Financial Network® and holds the Chartered Retirement Planning Specialist (CRPS®) designation.

In addition to financial services work, Matt is deeply involved in charitable giving, with a particular focus on food insecurity, homelessness, and ecology education. He is committed to building community through his endeavors in art, food, farming, and finance. 

Matt lives with his wife, Elisabeth, and two children on their farm in Johnston, RI. He spends his free time chasing chickens with the kids and trying to keep his honey bees alive.