Matt Sizemore, Financial Advisor at Morgan Stanley

07/09/2026

Sharing a highlight from our most recent trip...

My wife and I took truly a vacation of a lifetime in June. It was an overdue 10-year anniversary trip that got pushed due to baby #3 joining us last year.

We spent 10 days in France, visiting 8 different towns (Paris, Avignon, Saint Maxime, Nice/Villefranche Sur Mer among others). We ate some incredible food, saw amazing art, and took in some breath-taking scenery.

More than anything it was so cool to make these memories with my wife. There are things we'll never forget. Memories that are worth more than any asset on our balance sheet. Such a cool country and so much fun!

Now that the US is out of the world cup, we'll definitely be rooting for France!

06/02/2026

Rare opportunity here to join a Forbes Best-In-State Wealth Management team.

Our team is hiring a Client Service Associate (CSA) in Richmond, VA. This role is central to the day-to-day client experience—supporting account onboarding and maintenance, helping clients navigate digital tools, coordinating meeting logistics, and keeping service requests moving with precision.

If you're detail-oriented, enjoy working with people, and thrive in a fast-paced environment where professionalism and empathy both matter, we'd welcome your interest.

myworkdayjobs.com

04/01/2026

A real conversation I had with a friend of mine on the golf course... "I got a surprise tax bill from my last stock vesting, and my advisor told me there's nothing I can do about it."

Equity compensation can be a powerful wealth builder—but the tax details matter just as much as the potential upside.

A few quick reminders to keep in mind:
· Not all equity is taxed the same. RSUs are typically taxed as ordinary income when they vest, while stock options may have tax impact at exercise and/or sale depending on the type.
· Withholding may not equal what you owe. The default tax withholding on vesting/exercise can be a starting point—not the final bill—especially for higher earners. Check with your plan provider to see what they're withholding for you.
· Timing can change outcomes. The decision to exercise, hold, or sell (and when) can affect ordinary income vs. capital gains treatment and your cash flow.
· Concentration risk is real. If company stock is becoming a large portion of your net worth, it may be time to revisit diversification.

This is general information, not tax or legal advice. Tax rules are complex and can change—please consult your tax advisor for guidance specific to your situation.

03/11/2026

Celebrating another year with my family and taking a moment to reflect on how important relationships are—both at home and in the work we do. Although I'm a little late, thank you all for the birthday wishes.

02/12/2026

Happy 70th birthday to my dad, Ken Sizemore—the steady example I've tried to follow both in life and in this business. Grateful for the laughs, the lessons, and a great family steak dinner to celebrate you!

01/21/2026

I'm excited to share that the Cadden Sizemore Group was recognized in the 2026 Forbes Best-in-State Wealth Management Teams ranking for the state of Virginia. This recognition is a testament to the hard work, collaboration, and care our team brings to work every day. I'm thankful for our clients and for my incredible colleagues who make this role so rewarding. and proud to belong to such a great team and firm!

2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes. Awarded Jan 2026. Data compiled by SHOOK Research for the period 3/31/24–3/31/25.
https://www.morganstanley.com/disclosures/awards-disclosure/

12/18/2025

Feeling grateful to celebrate 10 years with The Cadden Sizemore Group at Morgan Stanley this month!

While I've worked hard to get here, the truth is that I couldn't have scaled this business without the people around me. I'm especially thankful for Anne Southworth and Christy Goodman, our team's phenomenal proactive and reactive service partners in every sense of the word. I'm also deeply grateful for the mentorship and support I've received from Ken Cadden and my dad, Ken Sizemore.

I can't forget my lovely wife who has supported and celebrated me at every step of the way. No way I'd be here still without her.

I walked in the door in 2015 knowing almost nothing about markets or private client work and was thrown straight into the deep end. I cold-called nonstop and was told "no" more times than I can count. While it was painful at the time, with the rare glimpse of hope, I wouldn't trade that experience for anything now.

My motto was, "I need to work my tail off to find someone to help."

In that journey, I found the best clients I could ask for, and the clarity that I'm exactly where I'm meant to be. Excited to see where the next 10 years takes me!

Below: A throwback picture of my wife and I on our honeymoon in Bermuda, the same year I started at Morgan Stanley.

12/04/2025

I tried something new this Thanksgiving…

Amidst all the chaos of getting the house ready for guests, 3 kids screaming, and what felt like 20 trips to the grocery store….

I made a pumpkin pie from scratch. A caramelized honey custard pumpkin pie. And let me tell you, it did not disappoint.

I'm going to tie this to business, don't worry.

This thing was the real deal. I made the pie crust (which was surprisingly easy), even though everyone told me to just buy a premade one.

I browned the butter, caramelized the honey, added eggs, and yes Libby's 100% Pie, and heavy cream and Voila: PUMPKIN PIE!

I see people take the easy way all the time…in life…at the holidays…in business. And I'm all for conveniences believe me, especially raising 3 kids.

But some of the best things in life require you to roll up your sleeves and get to work, learn something new, or outright invent something.

If you want better results, make your own pie, or find someone who can do it better than you ever could.

11/20/2025

Between end-of-year reviews, market updates, and the upcoming holidays, this time of year always moves fast. But even during the busiest times, it's important to takes some time to pause and take everything in. Fall in Virginia is breathtaking, and a much-needed reminder to myself (and maybe to you, too) to slow down and appreciate the moment.

11/04/2025

My wife and I just celebrated 10 years of marriage with a quick getaway to Washington, VA - our first real time alone since welcoming baby #3. While we enjoyed the quiet, the views, and our first Michelin-star meal, for us the most luxurious part was slowing down and simply enjoying each other's company.
Life with three kids doesn't leave much time for stillness, but stepping away reminded me how important it is to stay connected as partners, not just parents. Grateful for the reminder, and for the amazing life and family my wife and I have built together over the past decade.