Senior Vice President–Wealth Management
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
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
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, Steve, have one daughter. Outside of the office, she can be found baking, knitting, scrapbooking, hiking and travelling.
Senior Client Associate
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.