• UBS

Matthew Frederick

Senior Vice President - Wealth Management

Matthew Frederick, AWMA® CRPC®, is a financial advisor leading The Frederick Group at UBS. With over 20 years in the financial services industry, Matthew transitioned to wealth management after nine years in investment products marketing at Hartford to make a more direct impact on clients' lives. Holding degrees in Economics and Business Administration from Doane College, Matthew also possesses the Accredited Wealth Planning Associates SM (AWPA) and Chartered Retirement Planning Counselor™ SM (CRPC™) certifications. Committed to providing exceptional service, they prioritize a personalized approach for high-net-worth clients and regularly adapt financial plans in response to life changes. Matthew actively contributes to the community, serving as a board member for the Lincoln YMCA's finance committee and previously on the Youth Sports Committee for 16 years.

Location

Lincoln, United States

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