Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Windmill

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    Scott Morris, CRPC®, CEPA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
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    • WA
    • WI
    • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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.

        3390 University Avenue
        2nd Floor / Suite 270
        Riverside, CA 92501
        scott.p.morris@ubs.com
        Scott Morris, CRPC®, CEPA®
        3390 University Avenue,Riverside,CA,92501
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        Michael Bates, CFP®

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • FL
        • GA
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MN
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SD
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        Michael specializes in developing and implementing customized retirement plans for individuals and families. Everyone's situation is unique and requires a unique plan. As a Certified Financial Planner, he has many years of experience helping clients successfully achieve their retirement and financial goals. Michael began his career as a financial advisor in 1996 with Dean Witter Morgan Stanley, and joined UBS in 2019. Michael focuses on developing customized wealth management strategies, including risk management, insurance planning, and estate planning services. Through his knowledge of technical and quantitative analysis coupled with UBS’s research, he develops customized asset allocations and re-balancing strategies for clients. Michael earned a degree in Finance from the California State University, San Bernardino.

              3390 University Avenue
              2nd Floor / Suite 270
              Riverside, CA 92501
              michael.bates@ubs.com,matthew.bates@ubs.com
              Michael Bates, CFP®
              3390 University Avenue,Riverside,CA,92501
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              Matthew Bates

              Financial Advisor

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • FL
              • GA
              • ID
              • IL
              • IN
              • KS
              • MA
              • MD
              • MI
              • MN
              • MT
              • NC
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • SD
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI

              As a financial advisor for the Pinnacle Wealth team at UBS, Matthew Bates creates financial plans, identifies investment solutions, and analyzes and interprets portfolio performance for his clients, helping to build trusted client relationships. After joining UBS in 2019 as a Client Service Associate, he has been mentored by the two senior financial advisors on the team – his father, Michael Bates, and branch manager, Scott Morris – learning how consistent efforts to evaluate the client experience give the greatest level of care and attention to clients. With the team, he specializes in financial planning for retirees and business owners through exit planning and 401(k) plan management. Matthew has achieved his Series 7 and Series 66 licenses and has become registered with FINRA in both California and Arizona. 

               

              He holds a Bachelor of Arts degree from California State University San Bernardino. In his spare time, Matthew enjoys spending time with family and friends, motorcycle riding, traveling, and enjoying different cuisines.

                    3390 University Avenue
                    2nd Floor / Suite 270
                    Riverside, CA 92501
                    matthew.bates@ubs.com
                    Matthew Bates
                    3390 University Avenue,Riverside,CA,92501
                  • Veronica

                    Veronica Garcia

                    Client Associate

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                      Veronica oversees the client administration for The Kira/Kira/Morris & Bates Wealth Management.  Veronica has 25 years of experience in the financial industry, she worked at Smith Barney for 12 years and has been with UBS for 13 years.  Veronica has been a resident of Riverside for 10 years.  Veronica has a family, she has been blissfully married to her husband for 14 years.  Veronica has 4 amazing children two boys Nicolas 24 and Alexander 11 and two girls Isabella 6 and Cassandra 3.  Veronica likes to relax by camping in her RV with her family, and when she is not glamping she enjoys spending her time watching her son play Baseball.

                            3390 University Avenue
                            2nd Floor / Suite 270
                            Riverside, CA 92501
                            veronica.garcia@ubs.com
                            Veronica Garcia
                            3390 University Avenue,Riverside,CA,92501
                          • Michele

                            Michele Iannone

                            Client Associate

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                              Michele is an integral part of the team, responsible for managing all operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with advisors to address client needs, no matter how small or complex. Michele also assists in delivering customized service and solutions, always striving to exceed clients’ expectations. Michele joined UBS after a successful tenure at The Mark USA, a research and evaluation firm, where she demonstrated expertise in financial management and operational efficiency for 8 years.  A native of the East Coast, she relocated to California ten years ago.  Michele is married and has two children, as well as a dog named Blu.  In her leisure time, she enjoys reading, traveling, and cherishing moments with friends and family.

                                    3390 University Avenue
                                    2nd Floor / Suite 270
                                    Riverside, CA 92501
                                    michele.iannone@ubs.com
                                    Michele Iannone
                                    3390 University Avenue,Riverside,CA,92501
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                                  Tariffs, volatility and your portfolio

                                  Are you ready?

                                  In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                  We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                                  A leader in wealth management

                                  Backed by the strength of our parent company, UBS AG

                                  $6 trn

                                  UBS Group invested assets
                                  As of 12/31/2024

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a leading and truly global wealth manager

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