Matthew Smith

Workplace Wealth Advisor Trainee

Role
Workplace Wealth Advisor Trainee at UBS
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matthew Smith

These 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

  1. Workplace Wealth Advisor Trainee

    UBS

    Jul 2025 — Present

Education

  • Wake Forest University

    Master of Science (MS)

    2015 — 2016

  • Washington and Lee University

    Bachelor of Science (B.S.)

    2011 — 2015

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Matthew Smith — Workplace Wealth Advisor Trainee at UBS in Charlotte, NC, US | Unifers