Derek Mathews, Cfp®
About Derek Mathews, Cfp®
Derek Mathews, CFP®, is a Senior Wealth Strategy Associate at UBS, where he has worked since 2013. With over 18 years of experience in the financial services industry, he has held various roles at UBS, including Registered Client Service Associate and Financial Advisor.
Current Role at UBS
Derek Mathews serves as a Senior Wealth Strategy Associate at UBS, a position he has held since 2013. In this role, he applies his extensive knowledge of wealth management strategies to assist clients in achieving their financial goals. His responsibilities include developing tailored financial plans and providing strategic advice to clients, leveraging his comprehensive understanding of the financial services industry.
Previous Experience at UBS
Derek Mathews has a substantial history with UBS, having worked in various capacities since 2005. He initially joined as a Registered Client Service Associate, where he worked for four years before transitioning to a Financial Advisor role from 2009 to 2013. This progression reflects his growth and adaptability within the organization, culminating in his current position.
Education and Expertise
Derek Mathews earned a dual degree in Business and Political Science from the University of Pittsburgh, completing his studies from 1998 to 2002. This educational background provides him with a solid foundation in both financial principles and the broader political landscape, enhancing his ability to navigate complex financial situations and strategies.
Industry Experience
With over 18 years of experience in the financial services industry, Derek Mathews began his career at UBS in 2005. His extensive experience encompasses various roles, allowing him to develop a comprehensive understanding of wealth management. This breadth of experience positions him as a knowledgeable resource for clients seeking financial guidance.