Experience

As a financial advisor for the Pinnacle Wealth team at UBS, Matthew Bates creates financial plans, identifies investment solutions, and analyzes and interprets portfolio performance for his clients, helping to build trusted client relationships. After joining UBS in 2019 as a Client Service Associate, he has been mentored by the two senior financial advisors on the team – his father, Michael Bates, and branch manager, Scott Morris – learning how consistent efforts to evaluate the client experience give the greatest level of care and attention to clients. With the team, he specializes in financial planning for retirees and business owners through exit planning and 401(k) plan management. Matthew has achieved his Series 7 and Series 66 licenses and has become registered with FINRA in both California and Arizona. 

He holds a Bachelor of Arts degree from California State University San Bernardino. In his spare time, Matthew enjoys spending time with family and friends, motorcycle riding, traveling, and enjoying different cuisines.

Veronica oversees the client administration for The Kira/Kira/Morris & Bates Wealth Management.  Veronica has 25 years of experience in the financial industry, she worked at Smith Barney for 12 years and has been with UBS for 13 years.  Veronica has been a resident of Riverside for 10 years.  Veronica has a family, she has been blissfully married to her husband for 14 years.  Veronica has 4 amazing children two boys Nicolas 24 and Alexander 11 and two girls Isabella 6 and Cassandra 3.  Veronica likes to relax by camping in her RV with her family, and when she is not glamping she enjoys spending her time watching her son play Baseball.

Michele is an integral part of the team, responsible for managing all operations, 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 advisors to address client needs, no matter how small or complex. Michele also assists in delivering customized service and solutions, always striving to exceed clients’ expectations. Michele joined UBS after a successful tenure at The Mark USA, a research and evaluation firm, where she demonstrated expertise in financial management and operational efficiency for 8 years.  A native of the East Coast, she relocated to California ten years ago.  Michele is married and has two children, as well as a dog named Blu.  In her leisure time, she enjoys reading, traveling, and cherishing moments with friends and family.