Nancy Matta is a Senior Vice President and Certified Financial Planner™ at the 200 Park Avenue, New York City office of UBS Financial Services Inc. She has worked in the wealth management industry for over 40 years, creating and executing financial planning strategies for families and individuals. Listed among Forbes Best-in State Advisors (2019), Nancy has successfully managed investment portfolios through a variety of market environments.

Nancy has been recognized by Research magazine as one of the top advisors in the country and was inducted into the magazine's Hall of Fame. She has been featured as a "pioneer" in Latino Leaders and has also appeared in Time magazine, Barron's and The Wall Street Journal.

Fluent in Spanish, Nancy is a graduate of SUNY at Oneonta and is active in her community. She serves on the board of Catholic Charities of New York and supports the Hunger Project of NYC, the Mary Louis Academy, the St. Nicholas Project, and the Order of Malta.

Registered States:
CA, CO, CT, DC, FL, GA, HI, IL, IN, MA, MO, NC, NJ, NY, OK, PA, RI, SC, TX, VA, VT, WA

Monish Verma is a Senior Vice President and Senior Portfolio Manager at the Farmington Hills, Michigan office of UBS Financial Services Inc. He is a Certified Retirement Plan Specialist with more than 24 years in the wealth management business. Prior to UBS, Monish worked at Smith Barney and Morgan Stanley. He is a graduate from Michigan State University with a Bachelor of Science Degree in Communication Pre-law with a minor in Business.

Monish is active in the local community. He is past president and current member of the INDO American Chamber of Commerce and charter member of the Indus Entrepreneurs, Michigan Chapter. He is an avid tennis player. Monish and his wife, Roshnee, reside in Novi, Michigan and have three children, Victor, Nikhil and Shivam.

Registered States:
CA, CO, CT, DC, FL, GA, HI, IL, IN, MA, MI, MN, NC, NJ, NY, OH, OK, PA, RI, SC, TX, UT, VA, VT, WA

Kory is a graduate of the University of Michigan where he earned a Bachelor Degree in Finance and is a CERTIFIED FINANCIAL PLANNER™.  Prior to joining the Verma & Matta Wealth Mangement Group in 2011, he was a Financial Services Representative at FlagStar Bank.

Kory is responsible for implementing customized financial plans for each client. He analyzes current trends in the economic environment and how investments may be affected. Kory also coordinates trading and execution coverage for our clients’ managed portfolios. 

Kory enjoys watching sports, especially taking trips to Ann Arbor, Michigan to watch the Wolverines.

Registered States:
MI, NY, WA

Renee has been with the Verma & Matta Wealth Management Group since 2011. She is a graduate of the University of Michigan with a Bachelor of Science Degree in Engineering. She currently holds her FINRA Series 7 and 66 licenses.

As Team Administrator, Renee manages the group’s private banking operations and handles daily client requests. She is a dedicated relationship builder and is committed to creating exceptional experiences for each client.

In her free time, Renee enjoys yoga, reading and cooking. She lives in Beverly Hills, Michigan with her husband, David. They have five children.

Registered States:
MI

Joe joined the Verma & Matta Wealth Management Group as a Registered Client Service Associate in 2018. He has over 6 years of experience working in the financial services industry and maintains his series 7 and 66 licenses as well as his life accident and health license.

Joe is responsible for handling daily client requests and creating an exceptional client experience. He graduated from SUNY College at Old Westbury in 2014 with a major in Education and a minor in Mathematics.

Joe resides on Long Island, New York and is an avid Mets and Jets fan. In his spare time, he enjoys spending time with his family, golfing, and cooking.

Registered States:
CA, CT, FL, MA, NJ, NY, TX

Nicole has been with UBS Financial Services Inc. since 2018. She is a graduate of Madonna University and earned a Bachelor of Arts Degree in English.

As a Client Service Associate, Nicole is responsible for handling daily client requests and delivering excellent customer service. She also supports the team with scheduling and administrative projects.

Nicole is an active member of Young Catholic Professionals, Detroit Chapter. In her free time, she enjoys gardening, reading, and ballroom dancing.