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$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
Director
Branch Manager
Matt began his career in 1985. With over 30 years of experience, he built his practice providing sound advice to clients, helping them to build their assets. Matt helps his clients manage their wealth and plan for retirement. Throughout his career, Matt has held many positions in operations, sales, and branch management. He is currently, a Director and the Branch Manager of the Manasquan, NJ office. This experience helps him have a strong understanding of the firm and how to use its resources to benefit his clients.
He holds variable annuity, life and health insurance licenses as well as FINRA Series 7, 8, 63, and 65 securities licenses.
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
Director
Branch Manager
Matt began his career in 1985. With over 30 years of experience, he built his practice providing sound advice to clients, helping them to build their assets. Matt helps his clients manage their wealth and plan for retirement. Throughout his career, Matt has held many positions in operations, sales, and branch management. He is currently, a Director and the Branch Manager of the Manasquan, NJ office. This experience helps him have a strong understanding of the firm and how to use its resources to benefit his clients.
He holds variable annuity, life and health insurance licenses as well as FINRA Series 7, 8, 63, and 65 securities licenses.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
