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What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better I understand how you envision your future, the better we can work together to help you shape it. And my approach is a simple one: Based on your goals and priorities, I’ll partner with you to help you plan your most meaningful milestones and all you hope your future can be.  

Matthew T. Shafer
Matthew T. Shafer
Vice President - Investments
Advisory & Brokerage Services
  • Private Wealth Advisor
  • Certified Investment Management Analyst (CIMA®)
  • Senior Managed Accounts Consultant (SMAC)
5100 Town Center Circle
Tower 2 - 6th Floor
Boca Raton, FL 33486
800-937-7071 ext. 1854
561-367-1854
561-393-0446 fax
matthew.shafer@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
My Bio ME01449_9672_BIO_PWA_BX0724_ShaM.pdf (134kb)
Your Future, Our Focus your_future_our_focus.pdf (1198kb)
Corporate Profile CorporateProfile.pdf
Individual Investor Profile ind_investorprofile.pdf
Financial Goal Analysis financial_goal_analysis.pdf
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf
Tax-Management Techniques for Wealth Preservation TaxMgmtTechniquesforWealthPreservation.pdf (574kb)
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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