UBS Private Wealth Advisor Michael Matthews, Named #2 in Washington State on Forbes List of 2019's Best-In-State Wealth Advisors
UBS Private Wealth Management has announced that Michael Matthews, a Managing Director and Senior Portfolio Manager located in Bellevue, WA has been named #2 in Washington State on the Forbes list of Best-in-State Wealth Advisors for 2019.
UBS Private Wealth Management has announced that Michael Matthews, a
Managing Director and Senior Portfolio Manager located in Bellevue, WA
has been named #2 in Washington State on the Forbes list of
Best-in-State Wealth Advisors for 2019. This is the third year that
Michael has been named to the list.
The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK
Research, is based on an algorithm of qualitative and quantitative data,
rating thousands of wealth advisors with a minimum of seven years of
experience and weighing factors like revenue trends, assets under
management, compliance records, industry experience and best practices
learned through telephone and in-person interviews. Portfolio
performance is not a criteria due to varying client objectives and lack
of audited data. Neither Forbes or SHOOK receive a fee in exchange for
rankings.
Michael has over 30 years of experience and is the founder of The
Matthews Group at UBS. The Matthews Group consists of 14 financial
service professionals. The team provides comprehensive wealth management
for individuals, business owners, entrepreneurs, multi-generational
families and retirees.
“I’m very proud that Michael has received this recognition,” said John
Mathews, Head of Ultra High Net Worth Americas at UBS Global Wealth
Management. “There were 3,000 advisors selected to the Best-In-State
Wealth Advisors list this year, and of the 52 selected from Washington
State, he was ranked as being one of the very best. This award is well
deserved and a testament to his professionalism and dedication to the
needs of his clients.”
For the full list and further information, please visit: https://www.forbes.com/best-in-state-wealthadvisors/#1f66298a291d
Notes to Editors
UBS Global Wealth Management
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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.
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and corporate clients worldwide, as well as private clients in
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