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: 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,