Sign In  |  Register  |  About Livermore  |  Contact Us

Livermore, CA
September 01, 2020 1:25pm
7-Day Forecast | Traffic
  • Search Hotels in Livermore

  • ROOMS:

UBS Advisor Michael Matthews Ranked #1 in Washington State by Forbes/SHOOK Research

By: via 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 the #1 advisor in Washington State on the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Michael has been named to the list, and the second that he’s been ranked #1 for the state of Washington.

"This recognition highlights once again the deep commitment that Mike has to his clients,” said Todd Locicero, West Coast Market Head at UBS Private Wealth Management. “His decades of experience leading clients through market cycles and major life events informs his advice and provides a meaningful perspective that clients value.”

With over 30 years of experience, Michael provides comprehensive advice for individuals, business owners, entrepreneurs, multi-generational families, and retirees. Michael 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, water skiing, exercise, and spending time with family and friends in the local community.

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

For the full list and further information visit:

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's 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.

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, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. 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.


Data & News supplied by
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
Copyright © 2010-2020 & California Media Partners, LLC. All rights reserved.