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  • Matthew Sharp Profile Photo

    Matthew Sharp

    Senior 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.

    California insurance license #: 0K24262

    • 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.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The 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

      Financial Advisor

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          • Certified Private Wealth Advisor®
          8 Southwoods Blvd
          Suite 207
          Albany, NY 12211
        • Pranjal-Mehta-Profile-Photo

          Pranjal "P.J." Mehta

          Senior Vice President–Wealth Management

          Financial Advisor

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          • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              201 North New York Ave
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            • Richard-Rick-Berardo-Profile-Photo

              Richard "Rick" Berardo

              Senior Vice President–Wealth Management

              Financial Advisor

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              • VT
              • WA
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              • WV
              • Forbes America’s Top Wealth Management Teams, 2022The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
              • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                  201 North New York Ave
                  Winter Park, FL 32789

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