Experience

Grant Matthews, Financial Advisor, is a Managing Director with UBS Financial Services Inc. With over 30 years of experience, Grant focuses on retirement planning, estate planning strategies, and investment management. He focuses on working with Bay Area executives, entrepreneurs, and retirees. He continues to sharpen his skills through rigorous study that has earned him the prestigious CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, and Certified Private Wealth Advisor designations. Grant grew up in the business; his father had a long and distinguished career at PaineWebber and UBS Financial Services from 1968 until his retirement in 2005. Grant is a graduate of Georgetown University with a B.A. in Psychology. He is a native of the San Francisco Peninsula, where he and his wife live in Menlo Park with their son and two daughters. He is active in the community as both a coach for his kids’ sports teams and a member of the investment committee of the Menlo Park Atherton Education Foundation Endowment, The Palo Alto Senior Housing Project, and a member of the Retirement Plan Advisory Committee for Sacred Heart Schools, Atherton.

CA Insurance License #0C91226

As Financial Advisor and Senior Vice President – Wealth Management with UBS Financial Services Inc, Amy Oliver provides comprehensive wealth management for individuals and their families. For more than 22 years, Amy has focused on assisting clients across a broad spectrum of issues including financial and income taxation planning strategies, transfers of wealth and guidance on how to achieve philanthropic aspirations.

In 2009, Amy partnered with Grant Matthews and the Matthews Group at Morgan Stanley. With a combined 47 years of financial advisory experience we strive to deliver a more comprehensive wealth management advice to each of our high net worth clients. In addition to investment management, our team advises clients on financial planning, wealth transfer(s), philanthropy, income taxation planning, stock options, business succession planning, lending solutions, and risk management.

Personal Interests and Education:

As a native of Kansas, Amy grew up in a small farm town. From moving bales of hay at age 10 and learning to drive at 11, she quickly learned the importance and responsibility that comes with hard work. These early lessons also gave Amy the tools to put herself through college by working nights and weekends, in an emergency room, in downtown Chicago.

From these experiences she developed one of her biggest goals in life:

“To give back as opportunities arise.”

One of these opportunities came in 2014 when she joined the Ronald McDonald, San Francisco Board and became the President of the Board in 2017. Shortly thereafter, in 2017, Amy led the merger with Stanford House, to become the Ronald McDonald House Charities - Bay Area. Currently she is honored to hold the position of Immediate Past President of the Board.

Amy is a graduate of Loyola University Chicago. Currently she lives in Menlo Park and enjoy playing golf and riding horses.

Shirley Chen is the Senior Wealth Strategy Associate with The Matthews Oliver Group.  With over 18 years of experience, Shirley manages all aspects of client service, handles trading issues, and works on special projects.  Prior to joining The Matthews Oliver Group, Shirley was a Complex Service Manager at another financial firm.  Shirley received her M.B.A. from Santa Clara University's Leavey School of Business and is a graduate of the University of California, Davis, with a Managerial Economics Major and Mathematics Minor.  She grew up in the Bay Area and lives in Los Altos Hills with her husband and two sons.

Laure Mendoza has worked with The Matthews Oliver Group and in the financial services industry for over 18 years. Laure leads the daily operations for the team and provides administrative needs for clients with a focus on service excellence. Laure lives in Concord, CA, is fluent in French and enjoys spending time with her family, friends, and dogs.