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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Roger Matles is a Senior Vice President-Wealth Management with UBS Financial Services, Inc. in the White Plains, NY office. Roger has more than 40 years of experience working with individuals and families through multiple generations to help them navigate the financial markets and achieve their long-term financial goals and objectives.
Roger takes a holistic wealth management approach with each of his clients, investing the time it takes to understand their personal financial goals and offer the best possible advice and solutions aligned with achieving those goals. He is able to offer a range of advice not only limited to his client's investment portfolio but also address concerns around needs in the areas of insurance, borrowing, charitable giving and estate planning, to name a few.
Roger resides in Rye Brook, NY with his wife Nancy and is the proud father of Melissa Matles and grandfather of two girls. Roger is an avid tennis player, exercise nut (spinning, swimming, etc.), and actively participates in many fund raisers (primarily benefiting the American Cancer Society and American Heart Association) centered around his other love (other than his family) of sports cars.
Senior Vice President–Wealth Management
Roger Matles is a Senior Vice President-Wealth Management with UBS Financial Services, Inc. in the White Plains, NY office. Roger has more than 40 years of experience working with individuals and families through multiple generations to help them navigate the financial markets and achieve their long-term financial goals and objectives.
Roger takes a holistic wealth management approach with each of his clients, investing the time it takes to understand their personal financial goals and offer the best possible advice and solutions aligned with achieving those goals. He is able to offer a range of advice not only limited to his client's investment portfolio but also address concerns around needs in the areas of insurance, borrowing, charitable giving and estate planning, to name a few.
Roger resides in Rye Brook, NY with his wife Nancy and is the proud father of Melissa Matles and grandfather of two girls. Roger is an avid tennis player, exercise nut (spinning, swimming, etc.), and actively participates in many fund raisers (primarily benefiting the American Cancer Society and American Heart Association) centered around his other love (other than his family) of sports cars.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
