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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Financial Advisor
William "Matt" followed in his fathers footsteps and started his career at Merrill Lynch in 1993 in the financial advisor training program. Over two decades later he brings with him a wealth of knowledge to UBS. He is committed to delivering professional investment management and building personalized relationships with clients. He also focuses on helping clients realize their wealth planning and retirement goals.
Matt has been married to his wife, Debi, for 28 years and is the father of six children, Adam, Andrew, Austin, Alex, AJ and Amber. They are active members of the First Assembly Church in Fort Wayne, IN.
Education
Financial Advisor
William "Matt" followed in his fathers footsteps and started his career at Merrill Lynch in 1993 in the financial advisor training program. Over two decades later he brings with him a wealth of knowledge to UBS. He is committed to delivering professional investment management and building personalized relationships with clients. He also focuses on helping clients realize their wealth planning and retirement goals.
Matt has been married to his wife, Debi, for 28 years and is the father of six children, Adam, Andrew, Austin, Alex, AJ and Amber. They are active members of the First Assembly Church in Fort Wayne, IN.
Education
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
