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Mike Matthews

Mike Matthews

Formal First Name
Michael (Mike)
Link
LinkedIn
Location
Washington

Mike Matthews is a Managing Director and Senior Portfolio Manager of UBS Financial Services. With over 30 years of experience, Mike takes an active, detailed, and highly-customized approach to the implementation and regular insight of client portfolios and financial plans. He has designed UBS’s The Matthews Group to encompass service beyond investment management, including holistic planning, estate and tax planning, guidance for family advisory and philanthropy, excellent lending and risk management options, private banking, and concierge services.

Professional Experience

Academic History

  • Forbes | Best-In-State Wealth Advisors, 2018, 2019, 2020 (Ranked #1)
  • Forbes | America's Top 100 Wealth Advisors, 2016 to 2020
  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
  • Barron’s | Top 1200 Advisors, 2009 to 2020
  • Financial Times | Top 400 Financial Advisors, 2016 to 2020
  • UBS Pinnacle Council | Top 3% of Advisors at the firm
  • Securities licenses: Series 3, 7, 8, 64, and 65
  • Insurance licenses: Life, Disability, and Long-term Care

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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