A plan for today, tomorrow and generations to come

Matthew Benson

Director

Market Director
View bio
- DC
- DE
- FL
- MD
- NC
- NJ
- NY
- TX
- VA
Matt works with a select group of individuals and families to help them pursue what matters most - for today, tomorrow and generations to come. Matt provides bespoke financial planning and investment management with a focus on Women, Next Gen and multi-generational families.

In addition, as the Manager of the Richmond office, Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. Each day, he leads a culture that rewards loyalty, teamwork, integrity and growth.

Matt and his wife, Carla, are proud alumni of Villanova University. Matt, Carla and their daughter reside in the Ginter Park neighborhood of Richmond. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.

Matt started his UBS career working in the firm’s wealth management headquarters in Weehawken, NJ. He then joined the Mid-Atlantic Market leadership team partnering closely with advisors to help them grow their businesses. Later, Matt moved to Singapore where he worked with advisors and high-net-worth clients in Southeast Asia. Prior to his current role as Branch Manager, he worked in the US Capital Markets Trading & Sales organization.

Matt has FINRA licenses 7, 66, 9, 10 and 3
Lending services

Financial planning

Retirement planning

Investing

Multi-generational families

Women investors

Professionals

Corporate executives

951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219
Kathy Burton

Senior Client Associate
View bio
- NC
- SC
- VA
Kathy has been assisting clients in the financial services industry for 37 years. She started her career at Legg Mason in Lynchburg, VA as a receptionist before moving to Wheat First Securities as an Operations Manager. She transitioned to J.C. Bradford in 1996, which eventually became UBS, and has since been working as a Senior Registered Client Service Associate for the past 26 years.

Kathy has a daughter, a grandson and two dogs. She loves spending time chasing around her grandson and playing the role of Mimi. She also enjoys a good wine and loves to spend time with family at the beach.
951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219

Matthew Benson

Director

Market Director
View bio
- DC
- DE
- FL
- MD
- NC
- NJ
- NY
- TX
- VA
Matt works with a select group of individuals and families to help them pursue what matters most - for today, tomorrow and generations to come. Matt provides bespoke financial planning and investment management with a focus on Women, Next Gen and multi-generational families.

In addition, as the Manager of the Richmond office, Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. Each day, he leads a culture that rewards loyalty, teamwork, integrity and growth.

Matt and his wife, Carla, are proud alumni of Villanova University. Matt, Carla and their daughter reside in the Ginter Park neighborhood of Richmond. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.

Matt started his UBS career working in the firm’s wealth management headquarters in Weehawken, NJ. He then joined the Mid-Atlantic Market leadership team partnering closely with advisors to help them grow their businesses. Later, Matt moved to Singapore where he worked with advisors and high-net-worth clients in Southeast Asia. Prior to his current role as Branch Manager, he worked in the US Capital Markets Trading & Sales organization.

Matt has FINRA licenses 7, 66, 9, 10 and 3
Lending services

Financial planning

Retirement planning

Investing

Multi-generational families

Women investors

Professionals

Corporate executives

951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219
Kathy Burton

Senior Client Associate
View bio
- NC
- SC
- VA
Kathy has been assisting clients in the financial services industry for 37 years. She started her career at Legg Mason in Lynchburg, VA as a receptionist before moving to Wheat First Securities as an Operations Manager. She transitioned to J.C. Bradford in 1996, which eventually became UBS, and has since been working as a Senior Registered Client Service Associate for the past 26 years.

Kathy has a daughter, a grandson and two dogs. She loves spending time chasing around her grandson and playing the role of Mimi. She also enjoys a good wine and loves to spend time with family at the beach.
951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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