Tailored wealth advice

Professional guidance that helps inspire confidence

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Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Matt Benson

    Market Director

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    • AL
    • AR
    • CA
    • DC
    • DE
    • FL
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • VT

    As the Market Director of the UBS Richmond, Norfolk/VA Beach and Roanoke offices, Matt is inspired to collaborate, challenge, and deliver for clients, financial advisors and team associates. He believes in having a culture of people who care. Each day, he leads a culture that rewards loyalty, teamwork, integrity and growth.

    Matt started his UBS career working in the firm’s wealth management headquarters in Weehawken, NJ. He then joined the Mid-Atlantic Market leadership team partnering closely with advisors to help them grow their businesses.  Later, Matt moved to Singapore where he worked with advisors who covered high-net-worth clients in Southeast Asia. Prior to his current role, he worked in the US Capital Markets Trading & Sales organization.

    Matt and his wife, Carla, are proud alumni of Villanova University. Matt, Carla and their two daughters reside in the Ginter Park neighborhood of Richmond. Matt enjoys spending time with family and friends, golfing, reading, traveling and staying active.

    Matt has FINRA licenses 7, 66, 9, 10 and 3

      • Villanova University
        951 East Byrd St.
        Riverfront Plaza East, Suite 520
        Richmond, VA 23219
        matt.benson@ubs.com
        Matt Benson
        951 East Byrd St.,Richmond,VA,23219
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        Nicole Kalinosky

        Director

        Market Supervisory Officer

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        • DE
        • MD
        • VA

        Nicole has been in the financial services industry since 2000 holding various positions including customer service, trading, training, compliance and supervision.   She joined UBS in 2009 as the Branch Administrative Manager of the Hunt Valley MD office. Currently she is the Market Supervisory Officer of the Mid-Atlantic Market which includes branches in Delaware, Maryland, Virginia and North Carolina. 

        Nicole is a graduate of Penn State University with an A.S. in Business Administration and a B S. in Health Policy and Administration. 

        She currently holds the FINRA Series 3, 7, 9, 10, 24, 53, and 66 licenses as well as Maryland Life and Health insurance licenses.

              307 International Circle
              4th Floor
              Hunt Valley, MD 21030
              nicole.kalinosky@ubs.com
              Nicole Kalinosky
              307 International Circle,Hunt Valley,MD,21030
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              Kimberly Rosenfeld

              Director

              Admin Manager

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              • AL
              • AR
              • CA
              • DC
              • FL
              • GA
              • HI
              • IN
              • MA
              • MD
              • ME
              • MI
              • MT
              • NC
              • NE
              • NH
              • NJ
              • NY
              • OK
              • OR
              • PA
              • SC
              • SD
              • UT
              • VA
              • VT

                    440 Monticello Ave
                    20th Floor
                    Norfolk, VA 23510
                    kimberly.rosenfeld@ubs.com
                    Kimberly Rosenfeld
                    440 Monticello Ave,Norfolk,VA,23510
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