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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.

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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.

  • Matthew E. Power

    Matthew Power

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC
    • VA

    I began my wealth management career in 1996. Over the past 26 years, I have helped clients manage their wealth throughout good times and bad. I rejoined UBS in 2012 after 3 years at Stifel Nicolaus and prior tenures at Wachovia and Smith Barney.

    With my clients, I take a wealth management approach with an emphasis on financial planning, asset allocation and total portfolio management.  I also advise clients on estate planning, structures for charitable giving and education funding. I am FINRA-registered and hold Series 3, 7, 9,10, 63 and 65 securities licenses as well as licenses for life and health insurance and variable annuities.  I have earned the CERTIFIED FINANCIAL PLANNER™ certification which attests to my focus on providing clients with wealth planning strategies that are developed according to their needs and goals.

    In am involved in the local Westfield community as a member of the Westfield Food Pantry and the Blue and Gold Foundation.

    I enjoy basketball, golf, tennis and reading. My wife and I live in Westfield, NJ.

     

    Professional Experience

    ·         UBS Financial Services Inc. - Senior Vice President - Wealth Management, Westfield, NJ - March 2012 - Present

    ·         Stifel Nicolaus - Senior Vice President - Investments, Branch Manager
    Bethlehem, PA - September 2009 - March 2012

    ·         UBS Financial Services Inc. - Director, Branch Manager and other positions
    Bethlehem, PA - June 2004 - September 2009

    ·         Wachovia Securities - Satellite Branch Manager
    New York, NY - March 2003 - June 2004

    ·         Prudential Securities - Vice President - Investments
    Westfield, NJ - April 2001 - March 2003

    ·         Salomon Smith Barney - Financial Consultant
    Florham Park, NJ - January 1996 - April 2001

    ·         Greenbaum Rowe Smith - Attorney
    Metro Park, NJ - September 1991 - January 1996

     

    Education

    ·         J.D. Fordham University School of Law, 1985

    ·         B.A. Economics, SUNY at Albany, 1982 

     

     

        • CERTIFIED FINANCIAL PLANNER™
        • Portfolio Manager
        Financial planning
        Education planning
        Retirement planning
        Estate planning strategies
        Philanthropy
        Sustainable investing
        Lending services
        Professionals
        109 North Avenue
        2nd Floor
        Westfield, NJ 07090
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        Rose McEwen

        Client Associate

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                109 North Avenue
                2nd Floor
                Westfield, NJ 07090
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