Darden Executive Financial Advisors
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Darden Executive Financial Advisors is a dedicated team within UBS selected to provide comprehensive financial planning to Darden. We take a holistic and comprehensive approach to financial planning, realizing that our clients' employee benefit plans, investments, insurance, estate planning and income taxes are highly inter-connected. We work to ensure that all aspects of our clients' financial life are integrated and coordinated in an efficient manner.

Matthew Sharp

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Matthew Sharp

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Matthew Sharp

Education

  • Texas Tech University, BS in Personal Financial Planning
  • Southern Methodist University, MBA in Finance

Matthew Sharp

100 Crescent Court
Dallas, TX 75201

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Matthew Sharp

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Email Me

Robert E. Lane, CPWA

Executive Director

Financial Advisor

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • IL
  • MA
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX

Robert E. Lane, CPWA

Credentials

  • Certified Private Wealth Advisor®

Robert E. Lane, CPWA

8 Southwoods Blvd
Suite 207
Albany, NY 12211

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Robert E. Lane, CPWA

Executive Director

Financial Advisor

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • IL
  • MA
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX

Credentials

  • Certified Private Wealth Advisor®
8 Southwoods Blvd
Suite 207
Albany, NY 12211

Email Me

Pranjal "P.J." Mehta

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Pranjal "P.J." Mehta

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Pranjal "P.J." Mehta

201 North New York Ave
Winter Park, FL 32789

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Pranjal "P.J." Mehta

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

201 North New York Ave
Winter Park, FL 32789

Email Me

Richard "Rick" Berardo

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Richard "Rick" Berardo

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Richard "Rick" Berardo

201 North New York Ave
Winter Park, FL 32789

Email Me

Richard "Rick" Berardo

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

201 North New York Ave
Winter Park, FL 32789

Email Me

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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