Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Matt is a graduate of Hiram College with a Bachelor's Degree in Business Management. Matt is also a CERTIFIED FINANCIAL PLANNER. He joined UBS in 2018 and has more than 15 years industry experience. Matt focuses on financial planning, investment management and liability management within the practice. Outside UBS, Matt is on the board of directors for Goodwill Industries where he serves as the Finance Committee Chair and Treasurer.
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Matt is a graduate of Hiram College with a Bachelor's Degree in Business Management. Matt is also a CERTIFIED FINANCIAL PLANNER. He joined UBS in 2018 and has more than 15 years industry experience. Matt focuses on financial planning, investment management and liability management within the practice. Outside UBS, Matt is on the board of directors for Goodwill Industries where he serves as the Finance Committee Chair and Treasurer.
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Larry is a graduate of Malone University with degree in Management. Joined UBS in 2005 and brings more than 30 years experience in the financial services industry. Larry has been instrumental in the development and start-up of many non-profit foundations in his career. Larry currently is serving as a Board Trustee at Malone University He actively supports the community by participating on several charitable and non-profit organizations as an Officer and Director.
Education
Let's connect
Senior Vice President–Wealth Management
Larry is a graduate of Malone University with degree in Management. Joined UBS in 2005 and brings more than 30 years experience in the financial services industry. Larry has been instrumental in the development and start-up of many non-profit foundations in his career. Larry currently is serving as a Board Trustee at Malone University He actively supports the community by participating on several charitable and non-profit organizations as an Officer and Director.
Education
Let's connect
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Tim is a graduate of Georgia Tech with a degree in Industrial Management and has a MBA in Finance from University of Akron. Tim also is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He joined UBS in 2001 and has more than 14 years experience in the industry. He focuses on the total financial planning process including tax and estate planning, insurance planning and corporate retirement plans. He also manages clients' liabilities in the form of mortgages, lines of credit and loans.
Education
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Tim is a graduate of Georgia Tech with a degree in Industrial Management and has a MBA in Finance from University of Akron. Tim also is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He joined UBS in 2001 and has more than 14 years experience in the industry. He focuses on the total financial planning process including tax and estate planning, insurance planning and corporate retirement plans. He also manages clients' liabilities in the form of mortgages, lines of credit and loans.
Education
Credentials
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.
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.
Email Me
