Understanding

Comes from experience

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

Matthew Morehead

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • 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

Education

  • University of California–Davis, BA in Economics

Credentials

  • Wealth Advisor
1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

matthew.morehead@ubs.com
Matthew Morehead
1610 Arden Way,Sacramento,CA,95815

Anthony Lopipero

Financial Advisor

 

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

Registered States:
  • 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

Education

  • University of California - San Diego, BA in Economics

Credentials

  • Accredited Wealth Management Advisor℠
1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

anthony.lopipero@ubs.com
Anthony Lopipero
1610 Arden Way,Sacramento,CA,95815

Andrea Tateo

Client Associate

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.

Education

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

Email Me

andrea.tateo@ubs.com
Andrea Tateo
1610 Arden Way,Sacramento,CA,95815

Monteana Guida

Client Associate

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.

Education

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

Email Me

monteana.guida@ubs.com
Monteana Guida
1610 Arden Way,Sacramento,CA,95815

Leilana Setchell

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.

1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

leilana.setchell@ubs.com
Leilana Setchell
1610 Arden Way,Sacramento,CA,95815