Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Matthew James Schaefer

Senior Vice President–Wealth Management

Financial Advisor

Matt began his career as a financial advisor in 2005. Matt counsels high net worth families, individuals, business owners and executives, implementing strategies to help them reach their investment and financial goals. Matt has been a longtime member of the UBS Director's Council. After completing his degree in business from Iowa State University, Matt worked as a commodity trader for Cargill Inc in Memphis, TN and then as a product manager at Eli Lilly in Indianapolis, IN.

When Matt is not busy coaching his kid's youth sports teams or volunteering at their school he enjoys working on the family farm in Iowa.  Matt has served on several community boards over the years and he currently is a board member of the Viper Education Foundation in Austin.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NM
  • NV
  • NY
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 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.

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

  • B.S. Business & Finance, Iowa State University
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 330-8032

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