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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.

  • 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 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
      matthew.sharp@ubs.com
      Matthew Sharp
      100 Crescent Court,Dallas,TX,75201
    • Robert-Lane-Profile-Photo

      Robert E. Lane, CPWA

      Executive Director

      Financial Advisor

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          • Certified Private Wealth Advisor®
          8 Southwoods Blvd
          Suite 207
          Albany, NY 12211
          robert.e.lane@ubs.com
          Robert E. Lane, CPWA
          8 Southwoods Blvd,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 (Private Wealth & High-Net Worth), 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
              pranjal.mehta@ubs.com
              Pranjal "P.J." Mehta
              201 North New York Ave,Winter Park,FL,32789
            • Richard-Rick-Berardo-Profile-Photo

              Richard "Rick" Berardo

              Senior Vice President–Wealth Management

              Financial Advisor

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              • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 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
                  richard.berardo@ubs.com
                  Richard "Rick" Berardo
                  201 North New York Ave,Winter Park,FL,32789

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                Global Wealth Report 2024

                Crafted wealth intelligence

                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

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