Forbes Honors UBS Advisor Matt Odom as One of the State's Best Wealth Advisors

Forbes Honors UBS Advisor Matt Odom as One of the State’s Best Wealth Advisors

Financial Advisor and Senior Portfolio Manager Matt Odom, headquartered in the Knoxville, Tennessee, branch of the company, was named to the Forbes Best-In-State Wealth Advisors list for 2023, according to a recent announcement from UBS Wealth Management USA.

Chris Cannon, Knoxville Market Director at UBS Wealth Management USA, said, “We are tremendously delighted to see Matt acknowledged for his achievements and commitment to helping customers reach their financial goals. “We congratulate Matt on this fantastic achievement. Matt continually goes above and beyond for his clients and epitomizes the traits that we appreciate in our financial advisers.

Matt has more than 20 years of expertise advising high-net-worth individuals and families on holistic wealth management strategies that address both their immediate and long-term monetary objectives. He is dedicated to creating enduring connections with his clients and delivering best-in-class, individualized service with his team, The Odom Group. As the team’s financial planning leader, Matt also manages the review, supervision, and execution of the investment models for his clients.

Matt is a proud alumnus of the University of North Carolina at Chapel Hill and a CERTIFIED FINANCIAL PLANNERTM professional. Matt enjoys playing a part in charitable organizations like Junior Achievement and the American Heart Association since he is an active member of his neighborhood.

Throughout 7,000 advisors from all throughout the nation made the 2023 Forbes/SHOOK Research Best-in-State Wealth Advisors list, and they collectively oversee roughly $11 trillion in client assets. SHOOK Research’s system of qualitative and quantitative factors, including phone and in-person interviews, compliance records, and money earned for their firms, is the foundation for the rating.

Source: FinTec Buzz

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