Lasting relationships. For all that matters

Matt and Anthony Standing

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.

mountain climbers

Pursuing your goals together

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 Morehead Profile Photo

    Matthew Morehead

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • HI
    • IN
    • MA
    • MD
    • MI
    • NC
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    Matt began his financial services career at Smith Barney in 1983, where he was a Financial Advisor for 24 years. He joined the Sacramento branch of UBS Financial Services in 2007, as a First Vice President-Investments. He is FINRA registered (holds Series 6, 7, and 65 licenses) and his areas of focus include: insurance, asset allocation, investment management, lending, retirement income planning and education and estate planning. Matt graduated with a BA in Economics from the University of California–Davis. Matt and his wife, Debbie have four daughters, Jessie, Allie, Lily and Rosie.

    CA Insurance License #0A31226

      • University of California–Davis, BA in Economics
      • Wealth Advisor
      1610 Arden Way
      Suite 200
      Sacramento, CA 95815
    • Anthony

      Anthony Lopipero

      Financial Advisor

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      • AK
      • AR
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • HI
      • ID
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • NC
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI
      • WY

       

      Anthony started his financial services career in 2020 here at UBS. He worked in the Walnut Creek UBS branch for about 2 years until he joined with Matt Morehead in Sacramento in January of 2023. Prior to UBS he was the general manager of a family-run bistro in downtown Walnut Creek since 2010. He holds his Series 7, 66, 9 and 10 securities licenses along with life and variable annuity insurance licenses. His main area of focus is financial planning.

      Anthony graduated from UC San Diego, a place where he still loves to travel to swim in the ocean and ride his bike on coast highway. Anthony currently lives in Port Costa with his partner Ashley and their adopted dog from ARF.

      CA Insurance License #4117973

        • University of California - San Diego, BA in Economics
        • Accredited Wealth Management Advisor℠
        1610 Arden Way
        Suite 200
        Sacramento, CA 95815
      • Andrea

        Andrea Tateo

        Client Associate

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          Andrea joined UBS in 2023 where is is an integral part of the Morehead Advisor team. She is responsible for managing client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex.

          When she is not at work, she loves to mountain bike, snowboard, explore new restaurants and travel with her partner and son.

            • Saint Mary's College, BS Psychology
              1610 Arden Way
              Suite 200
              Sacramento, CA 95815
            • Monteana Guida Profile Photo

              Monteana Guida

              Client Associate

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                As a part-time Client Service Associate, Monteana provides research, client reporting and marketing support for the team. She graduated with a B.S. in Finance from California State University, Sacramento. She began her career at AG Becker on the municipal bond desk. She joined UBS in 2012.  Monteana and her husband have one daughter. Outside of the office, she can be found baking, knitting, scrapbooking, hiking and travelling.

                  • California State University, Sacramento, BS in Finance
                    1610 Arden Way
                    Suite 200
                    Sacramento, CA 95815
                  • Leilana Setchell Profile Photo

                    Leilana Setchell

                    Senior Client Associate

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                      Leilana joined UBS in 2003 after working in the computer industry for 20 years. She has over 35 years of customer service experience. She enjoys listening to clients and helping them with their everyday needs. She has been married for 29 years and has two sons, Justin and Jacob. In her spare time she likes to travel, cook and garden.

                            1610 Arden Way
                            Suite 200
                            Sacramento, CA 95815

                          Focus on liquidity management

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                          UBS Wealth Way

                          Wealth from your point of view

                          An approach that works for your entire financial life
                          Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          Global leader

                          UBS is a world-leading wealth manager

                          Financial strength

                          Driving confidence.
                          Aa3 (stable) Moody’s
                          A+ (stable) Standard & Poor’s

                          UBS AG, long-term senior secured debt rating. As of 12/31/2022

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