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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    Matthew Sharp

    First Vice President–Wealth Management

    Financial Advisor

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    Matthew joined UBS after spending 3 years with The Ayco Company, L.P., a Goldman Sachs Company. He received his BS in Personal Financial Planning from Texas Tech University and his MBA in Finance from Southern Methodist University.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Texas Tech University, BS in Personal Financial Planning
    • Southern Methodist University, MBA in Finance
      100 Crescent Court
      Dallas, TX 75201
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      Robert E. Lane, CPWA

      Executive Director

      Branch Manager

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          • Certified Private Wealth Advisor®
          8 Southwoods Blvd
          Suite 207
          Albany, NY 12211
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          Pranjal "P.J." Mehta

          Senior Vice President–Wealth Management

          Financial Advisor

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                201 North New York Ave
                Winter Park, FL 32789
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                Richard "Rick" Berardo

                Senior Vice President–Wealth Management

                Financial Advisor

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                      201 North New York Ave
                      Winter Park, FL 32789

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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.

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                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

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