Tailored wealth advice

Professional guidance that helps inspire confidence

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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    • DC
    • DE
    • FL
    • MD
    • NC
    • NJ
    • NY
    • TX
    • VA

    As the Manager of the UBS Richmond, Virginia office, Matt Benson is inspired to collaborate,
    challenge, and deliver for clients, financial advisors and team associates. He believes in having a culture of people who care and people who want to win. 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 as Branch Manager, 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 daughter 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
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        Nicole Kalinosky

        Director

        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
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              Kimberly Rosenfeld

              Director

              Admin Manager

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              • CA
              • DC
              • FL
              • GA
              • MD
              • NC
              • NJ
              • NY
              • PA
              • SC
              • VA

                    440 Monticello Ave
                    20th Floor
                    Norfolk, VA 23510
                  UBS Wealth Way

                  UBS Wealth Way

                  A team approach

                  A team approach

                  Advice for business owners

                  Advice for business owners

                  cover art of women's document

                  Women, wealth and well-being

                  The challenges women breadwinners face embracing their financial clout

                  Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                  We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                  Download the report

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                  UBS is a world-leading wealth manager

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