Let's move forward. Together.

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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Matthew Steele CFP

First Vice President

Financial Advisor

Matthew grew up locally in Sammamish Washington and now resides in Bellevue with his wife. He studied business at Santa Clara University and majored in Finance. Matthew is active in the community supporting local organizations, Boy Scouts of America- Chief Seattle Council, The First Tee of Greater Seattle and Bellevue Life Spring. Matthew has a passion for helping others and enjoys helping his clients to achieve their financial goals. 

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • HI
  • ID
  • MT
  • NV
  • OH
  • SD
  • TN
  • UT
  • WA
  • WI

Education

  • Finance, Santa Clara University, 2005 - 2009
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

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Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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