A plan for today, tomorrow and generations to come

Couple in front yard

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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Pursuing your goals together

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.

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    Michael Matthews

    Senior Vice President–Wealth Management

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    • AR
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MO
    • MS
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY
    • Barron's Top 1,200 Financial Advisors, 2018
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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 Best-in-State Wealth Management Teams, 2024The 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.

      • Wealth Advisor
      6070 Poplar Avenue
      Triad Center III
      Memphis, TN 38119
      michael.matthews@ubs.com
      Michael Matthews
      6070 Poplar Avenue,Memphis,TN,38119
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      Elliot Kiersky

      Senior Vice President–Wealth Management

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      • AR
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • MA
      • MD
      • MN
      • MO
      • MS
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OR
      • SC
      • TN
      • TX
      • UT
      • VA
      • WI
      • WY
      • Forbes Best-in-State Wealth Management Teams, 2024The 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.

        • Wealth Advisor
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
        elliot.kiersky@ubs.com
        Elliot Kiersky
        6070 Poplar Avenue,Memphis,TN,38119

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      UBS and Credit Suisse—stronger than ever

      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.

      Download the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

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