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Wealth Management US

As your Financial Advisor, I can leverage the global resources of UBS, one of the world's largest wealth managers, to address your needs.  Below is a sample of the resources at my disposal:

  • Alternative investments, professional money management services, lending solutions
  • Retirement planning, fixed-income securities, tax planning strategies*
  • Estate planning strategies, philanthropy and gifting strategies, trust services*

By understanding your concerns, I can design a plan to help you make appropriate financial decisions for today and tomorrow.

*Neither UBS Financial Services Inc. nor its employees provide legal or tax advice. You must consult with your attorney and tax advisors regarding your personal circumstances.

 

Kent Mathis
Financial Advisor
Advisory & Brokerage Services
  • Accredited Asset Management Specialist (AAMS)
1717 West Massey Road
Memphis, TN 38120
901-415-3060
901-483-5368
901-415-3020 fax
kent.mathis@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS is developing a structure to repurchase auction preferred stock from clients
UBS announces estimated results for second quarter

My Perspective
Corporate Profile CorporateProfile.pdf
Live Meeting login
Individual Investor Profile ind_investorprofile.pdf (71kb)
Financial Goal Analysis financial_goal_analysis.pdf
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Clouds on the horizon UBS Market Outlook (125kb)
A Conversation with Marten Hoekstra

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