UBS Advisor Michael Matthews Ranked #1 in Washington State by Forbes/SHOOK Research
24 Mai 2022 - 7:36PM
Business Wire
UBS Private Wealth Management announced today that Michael
Matthews, a Financial Advisor and Senior Portfolio Manager in the
firm’s Bellevue office, has been ranked as the #1 advisor in
Washington State on the Forbes/SHOOK Research Best-In-State Wealth
Advisors list for 2022. This is the fifth year that Michael has
been named to the list, and the third consecutive year that he has
been ranked #1 for the state of Washington.
“We’re thrilled that Mike continues to be recognized at the top
of this prestigious list as he has a deep understanding of his
clients' needs to help them build an enduring legacy,” said Todd
Locicero, West Coast Market Head at UBS Private Wealth Management.
“His decades of experience provide meaningful perspective that
clients depend on day in and day out.”
With over 30 years of experience, Michael provides comprehensive
advice for individuals, business owners, entrepreneurs, and
multi-generational families. He is known for taking an active,
detailed, and highly customized approach to managing client
objectives, leveraging the resources of UBS's global footprint to
help them thrive financially so they can make their unique mark on
the world.
Michael holds a B.S. in Business Administration with a major in
Accounting from The Ohio State University. In his free time,
Michael enjoys golf, exercise, and spending time with family and
friends in the local community.
This year’s Forbes/SHOOK Best-In-State Wealth Advisors list
features more than 6,500 advisors managing a collective $10
trillion in client assets. Each advisor is chosen based on an
algorithm of qualitative and quantitative criteria, including
in-person interviews, industry experience, compliance records,
revenue produced and assets under management.
For the full list and further information, visit:
https://www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2022. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results.
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Media: Christina Aquilina Christina.aquilina@ubs.com
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