Matthew Steele

Matthew Steele, CFP®, is the First Vice President at UBS Financial Services Inc, a position they have held since 2021. They previously worked as a Financial Advisor at Merrill Lynch from 2010 to 2012 and as a Personal Banker at Wells Fargo from 2009 to 2010. In 2008, they served as a Sales Assistant at Silicon Valley Capital Management. Matthew earned a B.S. in Commerce with a focus on Finance from Santa Clara University’s Leavey School of Business between 2005 and 2009.