Matthew Leone, Cfp®
About Matthew Leone, Cfp®
Matthew Leone, CFP®, is a Managing Director at UBS in the New York City Metropolitan Area, specializing in wealth building and legacy decisions for high net worth individuals and business owners. He co-founded the Leone-Heck Group in 2004 and has over 25 years of experience in the financial services industry.
Work at UBS
Matthew Leone has served as Managing Director at UBS since 2021. In this role, he operates within the New York City Metropolitan Area, focusing on providing financial services to high net worth individuals and business owners. His expertise includes wealth building and legacy planning, ensuring clients receive tailored financial strategies. Leone's approach emphasizes collaboration with clients' legal and accounting professionals, enhancing the overall financial planning process.
Previous Experience at Merrill Lynch
Before joining UBS, Matthew Leone worked at Merrill Lynch Wealth Management for 17 years, from 2004 to 2021. He held the position of Wealth Management Advisor and Senior Vice President during his tenure. Leone's experience at Merrill Lynch equipped him with extensive knowledge in wealth management, allowing him to develop strategies for a diverse clientele.
Education and Expertise
Matthew Leone obtained his Bachelor's Degree from Villanova University, where he studied from 1993 to 1997. He later pursued a Master's Degree at New York University from 2000 to 2002. In addition to his academic qualifications, he holds the CERTIFIED FINANCIAL PLANNER™ mark, which signifies his expertise in financial planning and investment strategies.
Co-founding the Leone-Heck Group
In 2004, Matthew Leone co-founded the Leone-Heck Group, which has expanded to include a team of six dedicated members. The group focuses on delivering comprehensive financial services and personalized wealth management solutions. Leone's leadership has been instrumental in the group's growth and success in the financial services industry.
Industry Experience
Matthew Leone has been active in the financial services industry since 1997. His extensive experience encompasses various aspects of wealth management, including investment strategies, financial planning, and client relationship management. Leone's long-standing career reflects his commitment to helping clients achieve their financial goals.