
Cdfa Matt Rappaport Cfp
As a financial advisor at UBS, I work with individuals to help them manage significant wealth. I often... | Austin, Texas, United States
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Cdfa Matt Rappaport Cfp’s Emails ma****@ub****.com
Cdfa Matt Rappaport Cfp’s Phone Numbers No phone number available.
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Cdfa Matt Rappaport Cfp’s Location Austin, Texas, United States
Cdfa Matt Rappaport Cfp’s Expertise As a financial advisor at UBS, I work with individuals to help them manage significant wealth. I often work with clients who have experienced life-changing financial events. My clients include business owners, lottery jackpot winners, individuals who have come into inheritances, divorcees, retirees, high-earning professionals, trustees and trust beneficiaries, as well as individuals awarded substantial legal recoveries. My experience prior to joining UBS allows me to connect with clients in a straightforward manner, delivering concise advice and clear solutions. I leverage the vast resources of UBS, the world's largest wealth management firm, to deliver financial services customized to meet my clients' needs. I hold numerous designations, including CERTIFIED FINANCIAL PLANNER (CFP) and Certified Divorce Financial Analyst (CDFA). /*********/ **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 http://www.ubs.com/fas-legal for the full disclosure.**
Cdfa Matt Rappaport Cfp’s Current Industry Ubs
Cdfa
Matt Rappaport Cfp’s Prior Industry
Mckool Smith
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Town Lake Technologies
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Vaultswap
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Ubs
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Work Experience

Ubs
Financial Advisor
Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Mckool Smith
Attorney
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Vaultswap
Founder
Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Town Lake Technologies
Founder
Mon Jul 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Mckool Smith
Attorney
Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)