UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023.
“We are incredibly proud to see Matt recognized for his achievements and commitment to helping clients achieve their financial goals,” said Chris Cannon, Knoxville Market Director at UBS Wealth Management USA. “Matt consistently goes above and beyond for his clients and exemplifies the qualities that we value in our financial advisors, and we congratulate him on this terrific achievement.”
Matt has over 20 years of experience providing high-net-worth individuals and families with holistic wealth management advice and solutions that address their short and long-term financial goals. He and his team, The Odom Group, are committed to developing long-term relationships with their clients and providing personalized, best-in-class service. As portfolio manager, Matt leads the team’s financial planning process and also oversees the evaluation, monitoring and implementation of his clients’ investment models.
Matt is a CERTIFIED FINANCIAL PLANNER™ and is a proud graduate of the University of North Carolina at Chapel Hill. As an active member in his local community, Matt enjoys participating in philanthropic roles such as Junior Achievement and the American Heart Association.
The 2023 Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 7,000 Advisors across the country, collectively managing nearly $11 trillion in client assets. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
For the full list and further information visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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Contacts
Media:
Christina Aquilina
Christina.aquilina@ubs.com
