Experience

Matt is a Financial Advisor with The Charles Drew Group at UBS. He began his career with the team at Merrill Lynch as a Client Associate and, in October 2023, transitioned to UBS along with the rest of the group. As a next-gen advisor, Matt takes pride in helping his clients reach their financial goals by developing and implementing personalized wealth plans specific to their unique needs. He is dedicated to guiding clients through complex financial situations by providing high-quality service and meaningful advice.

Matt and the team primarily focus on supporting multi-generational families, business owners, executives, and institutions in organizing, planning, and managing all aspects of their wealth. Their work often involves helping clients navigate intricate financial and retirement planning situations.

Growing up, Matt was a multi-sport athlete with a passion for basketball, baseball, and golf. He ultimately chose to pursue baseball at the collegiate level and, in 2018, committed to The University of Lynchburg to continue his athletic career. At the start of his freshman year, he suffered a career ending injury and was forced to hang up his cleats. During his time at Lynchburg, Matt found a new passion for economics and in 2020, he transferred to Penn State University, where he graduated two years later with a Bachelor of Science degree in Economics.

In his free time, Matt enjoys golfing, playing basketball, fly fishing and spending time with friends and family. He is an avid Penn State, Boston, and Pittsburgh sports fan.

Education:

University of Lynchburg: Business Administration 2018-2020

Pennsylvania State University: Bachelor of Science in Economics 2020-2022

Licenses & Certifications:

SIE, Series 7, Series 66, and PA Life, Accident and Health Insurance

Registered States: DC, VA, MD, PA