$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Matt Bechtel has been a financial advisor with UBS and The McDonald Group since 2007. During his career, Matt has obtained the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, allowing him to provide clients with holistic and comprehensive financial guidance and investment advice. Matt looks after his clients' overall financial well-being and helps organize, plan and manage every aspect of their financial affairs. Matt believes coordination and communication between a client and all of their trusted advisors is imperative.
Matt and his business partner, Jamie McDonald, have known each other for over 25 years. They realize the importance of trust in a relationship and strive to earn the same trust they have with each other with their clients.
Matt and his his wife, Molly, live in Wellesley with their daughter, Caroline, and sons, Whit & Hugh. Matt is very involved in the community, primarily focusing on Team Fox Boston Professionals, a group Matt co-founded in 2013 to help fundraise for the Michael J. Fox Foundation. A graduate of Syracuse University, Matt is a diehard Orange fan.
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager