BELLEVUE, Wash.--(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.
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.
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