Matt Mersman
Senior Wealth Strategy Associate - Summit Wealth Consulting Group, UBS
- Role
- Senior Wealth Strategy Associate at UBS
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Matt Mersman
We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Wealth Strategy Associate
Jul 2022 — Present · Cincinnati, OH, US
Education
University of Cincinnati
Bachelor of Business Administration - BBA, Finance & Economics
2013 — 2017
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