Let's move forward. Together.

Naples Regan Wealth Management Picture

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Michael L. Naples Profile Picture

    Michael L. Naples, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MI
    • MN
    • MT
    • NC
    • NH
    • NV
    • NY
    • OH
    • OR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Michael is a Senior Vice president and Portfolio Manager. He is a 34 year veteran of the financial services and wealth management industry. With over three decades of experience, Michael has mastered the art of portfolio management through a spectrum of market trends for executives and small businesses. He joined UBS in January, 2012 after 30 years at Merrill Lynch. Michael's accounts are actively managed with a holistic approach that includes retirement planning, estate planning and personalized portfolio management. He received the Chartered Retirement Plan Consultant (CRPC) designation and holds Series 7 and 66 securities licenses.

    Michael earned his Bachelor of Science Business Degree at Youngstown State University, Ohio. He has two college graduate children, Tony and Carly. Michael currently resides in Pasadena, California, which is close to his hometown of Eagle Rock. He gives back to his community by volunteering as an active board member of the Cancer Support Community of Pasadena.

      • Youngstown State University, Ohio, Bachelor of Science Business Degree
      • Chartered Retirement Planning Counselor℠
      251 South Lake Avenue
      10th Floor
      Pasadena, CA 91101
    • Matthew Regan Profiel Picture

      Matthew Regan

      First Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MI
      • MN
      • MT
      • NC
      • NH
      • NV
      • NY
      • OH
      • OR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WV

      Matthew began his wealth management and advisory career in 1998. With almost two decades of experience, Matthew has successfully advised executives, small businesses and retirees through a variety of market cycles. He joined UBS Financial Services in January, 2012 after 14 years at Merrill Lynch. Matthew's focus has always been what is best for his clients, including retirement and estate planning or personalized portfolio management. In order to provide exceptional service, Matthew continues to grow his knowledge through education. He earned his Certified Investment Management Analyst (CIMA) and Chartered Retirement Plan Consultant (CRPC) designations to build off his Series 7 and 66 securities licenses.

      Matthew received his Bachelor of Science in Finance from California State University of Northridge. He currently resides in La Canada, California with his wife, Allison, and their two sons, Chase and Liam. Matthew finds great importance in giving back to the community. He is a board member of the Kiwanis Club of La Canada and chairs the annual toy drive for the organization. He volunteers as a referee and coach for his children's various sporting interests and serves on the Dad's committee for his son's elementary school.

        • California State University of Northridge, Bachelor of Science in Finance
        • Certified Investment Management Analyst®
        • Chartered Retirement Planning Counselor℠
        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
      • Jeanne S. Thompson Profile Picture

        Jeanne S. Thompson

        Senior Client Associate

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        • CA

        Jeanne began her career in the financial services industry in 1994 amassing 20 years at Smith Barney, later becoming Morgan Stanley, as an Assistant Vice President - Relationship Manager. In December 2013, Jeanne decided to bring her expertise to UBS where it would be paralleled with her brother, Michael Naples. Jeanne is the team's administrator and operations specialist, providing exceptional service to our clients. Her focus is maintaining client relationships, product inquiries, general account management and asset consolidation.

        Jeanne was born and raised in the Eagle Rock area of Los Angeles. She currently resides in San Dimas and has two adult sons, Casey and Courtney. Jeanne is FINRA- registered and holds her Series 7, 66, 9, and 10 securities licenses. In her free time she likes to attend programs at the Grammy Museum or visit two of the other Museums that she is a member of: Japanese American National Museum and the Los Angeles County Museum of Art.

              251 South Lake Avenue
              10th Floor
              Pasadena, CA 91101

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            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.

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            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

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