Advice and understanding for each generation

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Our mission is to provide every client with the financial freedom to enjoy what matters most—family, friends and life’s passions. We help you achieve that goal by bringing together a rare combination of our comprehensive financial planning approach as well as proactive portfolio management and personalized service.

In today’s world, you need to understand how all the pieces of your complex life can affect the pursuit of important financial goals. That’s why our team will collaborate with all of your trusted advisors to ensure that our advice and solutions are fully aligned across all your wealth management needs.

We’ll then work with you to make a sensible plan designed to manage your wealth, with your life in mind. It’s what we call: Advice. Beyond investing.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Matthew Chambers

    Matthew Chambers

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DE
    • FL
    • GA
    • IN
    • MA
    • MS
    • NC
    • NJ
    • NY
    • OK
    • RI
    • TN
    • WA

    Since 2001, Matt has enjoyed providing exceptional advice and service to a select group of families, business owners, small corporations and non-profit foundations to help them develop strategies to grow and protect their wealth. With the utmost accountability, empathy and genuine care, Matt is committed to providing his clients with high levels of accountability and personalized service in the pursuit of their lifestyle and wealth goals.

    My professional achievements and education
    Matt believes in the importance of investing in ongoing education to ensure he can provide the best advice to his clients. He is a Certified Financial Planner (CFP) professional and has earned the Senior Portfolio Manager designation through the UBS Portfolio Management Program (PMP). Participation in this program is a privilege granted to select Financial Advisors based on their experience and expertise. This allows Matt greater investment flexibility with the ability to manage accounts on a discretionary basis. He graduated with distinction from Eckerd College with a B.A. in Business Management. 

    Matt believes it is profoundly important to give back to his community. As an Alumni and former Board Member of Eckerd College’s Alumni Association, he has mentored business students as part of the school’s Students in Free Enterprise (SIFE) program. He also has a passion for music and has served on the boards of and supported both the Clearwater Jazz Holiday Foundation and the St. Petersburg Opera Company. In addition, Matt has served as the Board Chair and a Board Member for Directions for Living, Inc. an organization devoted to providing advocacy and care for children, adults, and families in need of integrated healthcare, social support, safety and hope for the future.

    Outside the office
    Matt is proud to have been born and raised in the beautiful Tampa Bay area. It is here where he and his wife, Renee, enjoy raising their precious children, Ella and Evan as well as spending time with their beloved dog, Tug. Some of Matt's favorite activities include boating, scuba diving, fishing and paddle boarding. He also likes to indulge in traveling and skiing. 

     

      • Eckerd College, B.A. in Business Management
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      150 Second Avenue North
      Suite 1000
      St. Petersburg, FL 33701
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      Joseph Restaino

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV

            150 Second Avenue North
            Suite 1000
            Saint Petersburg, FL 33701
          • James McKaveney

            James B. "Jimmy" McKaveney

            First Vice President–Wealth Management

            Financial Advisor

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            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • MA
            • MD
            • MI
            • NC
            • NH
            • NY
            • OH
            • PA
            • SD
            • TN
            • TX
            • VA
            • WA
            • WI

            I have dedicated over 21 years to my clients, assisting individuals with their financial needs utilizing a customized wealth management process. Primarily serving retirees, I focus on medical professionals and retirement planning in the pursuit of providing the highest quality of service. Prior to joining UBS in 2007, I spent 13 years with Wachovia and seven months with Smith Barney. I earned a B.S. degree in mathematics from the University of Pittsburgh and currently hold Series 3, 7, 9, 10, 63 and 65 securities licenses as well as variable annuity, life and health insurance licenses.

              • University of Pittsburgh, B.S. in Mathematics
                150 Second Avenue North
                Suite 1000
                Saint Petersburg, FL 33701
              • Sharon Getchell

                Sharon Getchell

                Senior Client Associate

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                • CA
                • FL
                • GA
                • PA
                • VT

                Whether it's helping clients buy and sell securities, read and understand their statements, transfer funds, pay bills or just be there to listen, I take pride in my role as a Senior Registered Client Service Associate. Prior to joining UBS, I served in various capacities with such firms as E.F. Hutton, Dean Witter Reynolds, PaineWebber and Wachovia. I hold Series 7 and 63 securities licenses. I have been married for over 25 years to my husband Matt, and in my spare time, enjoy watching professional sports, particularly baseball, NASCAR, football and hockey.

                      150 Second Avenue North
                      Suite 1000
                      Saint Petersburg, FL 33701
                    Mutual responsibilities and shared expectations

                    Mutual responsibilities and shared expectations

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                    What can you expect from us?

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                    What can we expect from you?

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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                    Global leader

                    UBS is a world-leading wealth manager

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