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Matt Benson Takes Charge at UBS Wealth Management in McLean

The collaborative environment at UBS Wealth Management fosters innovation and exceptional client service.

News Summary

UBS Wealth Management has appointed Matt Benson as the new Market Director for their McLean office. With extensive experience, he aims to enhance client services and expand UBS’s reach across Virginia, overseeing additional offices in Richmond, Norfolk, and Roanoke. This strategic move comes as UBS recognizes growing opportunities in the region, promising fresh initiatives and a commitment to delivering first-rate wealth management services. Matt’s proven track record in the finance sector positions him well to recruit and develop talented advisors, setting the stage for a bright future for UBS in Virginia.

Exciting Times Ahead for McLean, Virginia!

Introducing Matt Benson, the freshly appointed Market Director at UBS Wealth Management USA’s bustling McLean office! With a wealth of experience and a notable track record, Matt is stepping into his new role with enthusiasm and energy. But that’s not all – he will also continue overseeing UBS offices in Richmond, Norfolk (/VA Beach), and Roanoke, expanding his responsibilities across the entire Virginia region. Talk about a busy man!

Virginia: A Hotbed of Opportunities

UBS has recognized that Virginia is brimming with potential and growth opportunities. Market Executive Jake Shine has highlighted that this region is pivotal for UBS’s ambitions, so it’s no surprise they’ve entrusted Matt to spearhead their initiatives. With such a significant emphasis on Virginia’s wealth management landscape, it looks like residents are in for a treat!

Matt’s new role is not just about overseeing operations; it’s about actively recruiting and developing financial advisors across his territory. His experience, built over more than a decade at UBS, means he is well-equipped to bring a first-class wealth management experience to clients in McLean, Richmond, Norfolk / VA Beach, and Roanoke. It’s all about making financial dreams a reality for folks in these areas!

A Proven Track Record

Matt’s journey with UBS started way back in Weehawken, NJ, but he’s not a stranger to international waters either; he also spent time in UBS’s Singapore office. His broad exposure, including work in institutional sales and trading, adds a layer of depth to his expertise, making him a valuable asset for UBS as they expand in Virginia.

Before taking on this new and expansive role, Matt served as the Market Director for Southern Virginia, where he honed his skills in managing teams and driving results. His promotion clearly signifies UBS’s confidence in his abilities and vision for the future in this vibrant state.

Talent Meets Opportunity

In his new position, Matt is driven to not only enhance the wealth management experience for existing clients but also to cultivate a prosperous environment for financial advisors to thrive. By attracting talented individuals to his team, he aims to make UBS the go-to choice for anyone seeking financial advice in Virginia. The sky’s the limit, and Matt Benson is up for the challenge!

UBS is not just a name; it’s a global leader in wealth management! With headquarters in Zurich, Switzerland, UBS boasts operations in over 50 markets worldwide. Following its recent acquisition of Credit Suisse, UBS now manages a staggering $6.1 trillion in invested assets as of the fourth quarter of 2024. That tells you a lot about their dedication to excellence and growth!

A Bright Future for UBS and Clients Alike

The future looks bright not only for Matt but for all clients who depend on UBS for their financial needs. With a focus on providing diversified asset management and tailored investment banking solutions, UBS is ready to help clients navigate the complexities of wealth management with ease.

All in all, McLean and the greater Virginia region can expect exciting changes and opportunities with Matt Benson at the helm. With his expertise, passion, and commitment to first-rate service, UBS is poised to reach new heights in the months and years ahead. So, keep your eyes peeled; big things are coming to Virginia’s financial landscape!