Experience Makes all the difference

Our relationship forms the basis of all of our work together. We don't make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action. It all comes down to delivering advice that is relevant to your life and your financial success.

 

Nancy Matta, CFP®, CIMA®, CRPC®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Planning Counselor (CRPC®)
212-309-3042

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Nancy Matta is a Senior Vice President—Wealth Management at the Park Avenue office of UBS Financial Services Inc., and has been working in the field of wealth management since 1980.

Nancy is a Certified Financial Planner™ and has earned the Chartered Retirement Planning Counselor as well as the Certified Investment Management Analyst professional certifications.

Never a subscriber to a one-size-fits-all approach, Nancy believes each client is unique in his or her set of circumstances, financial goals and life aspirations. To navigate the changing financial markets—and her clients' ever-changing personal needs—she emphasizes the need for an ongoing, comprehensive and highly detailed blueprint to effectively pursue clients’ financial goals.

Nancy has been recognized by Forbes as a Top Advisor in New York for 2019 & 2020. Nancy has also been named a Forbes 2020 Top Women Wealth Advisor. 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 (providing Scholarships to students in need), the St. Nicholas Project (giving necessities to the poor) and the Order of Malta (helping the sick and poor). She makes her home in New York City.


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


Joseph Romeo

Client Service Associate
212-309-3044

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Joe joined the Matta Wealth Management Group as a Registered Client Service Associate in 2018. He has over 8 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, RI, TX