Experience

Jose brings 46 years of financial services experience to his role as Managing Director of the JMR Matta Wealth Management Group. Leading a team that includes his two sons, Adam and Nicholas, and his cousin, David, he offers a distinct perspective to the multigenerational families he serves. Jose recognizes his clients’ hard work in building their wealth and loves helping them preserve and grow it for generations to come.

Jose has wide experience and comprehensive knowledge of the financial services industry. He guides his clients through important decisions regarding estate planning, tax strategies and portfolio management while coordinating with their tax advisors for a cohesive strategy. His dedication, work ethic and compassion have earned him industry recognition and loyalty from his clients. Although he spent much of his career in New York, Jose now splits his time between Sarasota, Florida and New York, allowing him to better serve his client base.  

Jose believes financial success starts with integrity and transparency. He prepares his clients to make informed financial decisions in an environment of collaboration and honesty. With a passion for helping others live more and worry less through strong financial planning, he upholds the highest ethical standards, embraces innovation and leverages his team's collective expertise. Jose is dedicated to continuous improvement, always seeking to stay current on financial advancements and earn new certifications to provide the best possible guidance.

“Our simple message to our clients is to ‘live more, worry less,’ and we work hard to help them do just that.”

Serious insight, with a personal touch

With over 45 years of experience in wealth management, Nancy brings a lot of insight to her role as a Financial Advisor and Senior Vice President of the JMR Matta Wealth Management Group. Her resourceful, personalized approach with a conservative edge has helped guide her clients through three bear markets and eight major market corrections. Whether you're a business owner, a corporate executive or someone navigating life changes like retirement, loss or divorce, Nancy can help you create a dynamic financial plan that supports your needs and reflects your values.

 Nancy started creating comprehensive wealth management plans long before it was a common industry practice. She has always believed that truly getting to know her clients—their challenges, ambitions and values—is the best way for her to help them. She connects with levity and humor, but it is her thoughtful, steady advice and transparency that helps her build lifelong relationships with clients and their families. 

 Making connections that matter

Using her extensive network of contacts and the powerful, global resources of UBS, Nancy helps connect her clients with the support they may need to pursue their financial goals. In today's complex financial landscape, having a thoughtful, experienced advisor by your side can be one of your greatest assets. Nancy’s innovative strategies and focus on personalized service have earned her industry recognition, and she has been interviewed by several major publications about wealth management. 

-          Forbes Best-in-State Wealth Advisors, 2022-2025

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12-month period ending June of the prior year.

-          Forbes Top Women Wealth Advisors Best-in-State, 2020-2025

The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12-month period ending September 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.

 Legacy building with a heart

As a dedicated philanthropist herself, Nancy helps her clients use their wealth to support the causes they care about. She can help you pursue your philanthropic goals as part of the lasting legacy you leave behind. When she’s not working, she is active in her community, donating her time and financial planning services to organizations who offer scholarships to students in need and support for the sick and the poor.

“Whether it is families, divorcees, executives or other affluent individuals, I provide my clients with help with a range of solutions that often transcend beyond investments.”

Adam is a dedicated Financial Advisor at UBS, based in New York, with over 15 years of industry experience. He is deeply committed to helping entrepreneurs and executives secure their financial futures, specializing in managing both business and personal finances. Adam has significant experience in working with private- and public-sector executives who hold highly concentrated positions in employer stock and stock options.

Adam began his career in financial services at J.P. Morgan Chase and joined UBS in March 2013, where he successfully completed the firm’s rigorous New Financial Advisor program. As a Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant (ChFC ®) and Retirement Plan Consultant, Adam focuses on developing comprehensive financial plans, implementing life insurance strategies, and advising on corporate 401(k) plans. He is proud to be part of JMR Matta Wealth Management, a family-operated team started by his father, Jose. The multigenerational team, which includes his brother, Nicholas and cousin, David  brings a wealth of knowledge to address the full spectrum of complex financial situations their clients face. Adam finds great fulfillment in working alongside his family, helping individuals and families navigate life’s most significant and challenging financial decisions. He continues to set high standards in the field, striving to deliver exceptional results and help his clients achieve their financial goals and dreams.

A resident of Westfield, NJ, Adam lives with his wife, Jill, their two sons, Cameron and Gio, and their dachshund, Breck. Outside of work, Adam enjoys photography, traveling, and surfing. He is also passionate about coaching baseball, introducing one of America's oldest pastimes to today’s youth. As a former starting pitcher for the Division I baseball team at Saint Joseph’s University, Adam remains actively involved with the University, mentoring students interested in careers in financial services. He shares his experiences and insights to help guide the next generation of professionals.

Nick is a highly skilled Certified Financial Planner with nearly a decade of experience guiding clients toward financial security and success. Specializing in the creation of comprehensive financial plans for individuals and families, Nick connects clients to the mortgage and lending resources at UBS, helps them achieve philanthropic objectives, and offers strategic advice on alternative investments and structured solutions. His dedication to understanding each client's unique circumstances enables him to tailor solutions that align with their personal goals, while his proactive communication and holistic approach foster long-term relationships built on trust.

Since joining the family practice, JMR Matta Wealth Management, Nick has worked alongside his father, Jose, brother, Adam, and cousin, David. This multigenerational team brings a diverse range of perspectives, allowing them to effectively serve clients of all ages and life stages. Their collaborative approach ensures that clients benefit from a broad spectrum of expertise, positioning them as a trusted partner in managing and growing their wealth.

Nick is deeply committed to ongoing professional development, staying at the forefront of industry trends and strategies. He regularly participates in conferences, workshops, and training sessions to continuously enhance his knowledge and provide exceptional service to his clients.

Nick’s ongoing dedication to excellence is a testament to his expertise and the trust he has earned from his clients. He continues to set high standards within the financial planning industry, consistently delivering results that help clients achieve their financial aspirations.

Outside of his professional endeavors, Nick enjoys playing golf, traveling, and spending time in Long Beach Island, NJ, where he finds both relaxation and inspiration. He is also passionate about community involvement, actively supporting charitable organizations and alumni initiatives at his alma mater, Lehigh University.

Nick, his wife, Katie and his son, Jack Thomas, currently reside in Hoboken. Together, they share a love of adventure and cultural exploration. Nick’s personal experiences enrich his professional approach, providing a well-rounded perspective in his financial planning services.

David began his career as a financial professional in 1999. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®) and a Chartered Financial Consultant® (ChFC®). His role in the JMR Wealth Management Group is to oversee portfolio management, estate planning for clients and prospects by working with their other trusted advisors to formulate a concise wealth management plan. He is a Magna Cum Laude graduate of Baruch College with a Bachelor of Business Administration in Finance and Investments. He is an active member of the community and supports philanthropic causes.

Lily Martinez is a Senior Client Service Associate and Operations Manager for the JMR Wealth Management Group. She oversees all daily operational matters and is dedicated to excellent customer service. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the JMR Wealth Management group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Registered Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara

Mark is a Client Service Associate within The Matta Wealth Management Group at UBS Financial Services Inc. Mark’s background working as a Financial Consultant at Equitable Advisors has led him to pursue a client orientated role in Finance. Through his previous experience, he has gained the knowledge and expertise to navigate the financial industry while prioritizing clients’ needs and goals.

Mark graduated from College of the Holy Cross earning a Bachelor of Arts Degree in Economics. He has his Life Accident and Health Series, 7 and Series 66 Licenses. His interests includes skiing, hiking, and Ju Jitsu.

Emma is a Wealth Management Associate with the JMR Matta Wealth Management Group at UBS Financial Services Inc. Emma previously worked as an intern in the 299 Park Avenue Branch in 2024.

Emma graduated from The George Washington University with a Bachelor of Arts in Psychology & Brain Sciences with a Minor in Marketing. She has her SIE and plans to become a fully registered Associate. Her interests include yoga, tennis, and spending time with friends and family.