BELLEVUE, Wash.--(BUSINESS WIRE)--UBS Financial Services Inc. announced today that Michael S. Matthews, a Managing Director, Financial Advisor in the Firm’s Bellevue, WA office has been named to Forbes list of America's Top 100 Wealth Advisors for 2019.
Mike Matthews leads a fourteen person team in downtown Bellevue, WA, overseeing $1.3 billion in client assets. Their services stretch beyond bespoke portfolio management to provide a truly personalized level of service to encompass advanced planning, multigenerational planning, philanthropic advice, tailored lending, education planning, private banking, concierge services and more. Their mission is to provide a family office atmosphere that helps equip their clients to fully experience life.
“I’d like to congratulate Mike for being named to this list once again. This recognition is reflective of the profound impact Mike and his team have on their clients’ lives every day. We are proud to call him our own,” said John S. Mathews, Group Managing Director, Head Ultra-High Net Worth Americas at UBS Global Wealth Management.
Forbes America's Top 100 Wealth Advisors criteria is based on quality of practice, industry experience, compliance record, assets under management, revenue and algorithm results by SHOOK Research. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.
For the full list and further information visit: https://www.forbes.com/top-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 provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
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