My Qualifications
My Qualifications
Matt Padilla
· President
I am excited to continue my career as a business owner. I started in the asset management business with Merrill Lynch in 2000 and realized right away the best part of what I do is building relationship and helping my clients find solutions to their many financial needs. It is this reason I passionately believe my career has taken me down the path forming Padilla Asset Management. I have always focused my business around my clients and establishing an investment plan that can adapt and evolve with them throughout the years. Life has a way of changing at a moment’s notice, and it is my goal to help my client’s financial lives to be flexible with these changes. I feel grateful for the many clients who instill their trust in me. I work every day striving to get better.
I am married to my best friend, Nicci. We have three beautiful children: Luke, Barrett, and Crew. I am a third generation native of Arizona and live in Chandler. Outside of the office, I enjoy spending time with my family through the many activities my kids are involved in. I volunteer coaching all my kids in their various sports teams. I find it very rewarding.
Experience:
Vice President – Wealth Management
UBS Financial Services, Inc.
November 2007 – October 2016 (9 years 11 months)
Financial Advisor
Merrill Lynch
June 2000 – November 2007 (7years 6 months) Phoenix, AZ
Insurance Agent
Northwestern Mutual
June 1997 -June 2000 (3 years 1 month) Phoenix, AZ
CA Insurance License #0J15318 Resident state Arizona
Contact
· Send a Message
· 480.258.6089
Education
· Education Arizona State University, W. P. Carey School of Business
· Bachelor of Science (B.S.), Business, 1995 – 2000
Matt Padilla
· President
I am excited to continue my career as a business owner. I started in the asset management business with Merrill Lynch in 2000 and realized right away the best part of what I do is building relationship and helping my clients find solutions to their many financial needs. It is this reason I passionately believe my career has taken me down the path forming Padilla Asset Management. I have always focused my business around my clients and establishing an investment plan that can adapt and evolve with them throughout the years. Life has a way of changing at a moment’s notice, and it is my goal to help my client’s financial lives to be flexible with these changes. I feel grateful for the many clients who instill their trust in me. I work every day striving to get better.
I am married to my best friend, Nicci. We have three beautiful children: Luke, Barrett, and Crew. I am a third generation native of Arizona and live in Chandler. Outside of the office, I enjoy spending time with my family through the many activities my kids are involved in. I volunteer coaching all my kids in their various sports teams. I find it very rewarding.
Experience:
Vice President – Wealth Management
UBS Financial Services, Inc.
November 2007 – October 2016 (9 years 11 months)
Financial Advisor
Merrill Lynch
June 2000 – November 2007 (7years 6 months) Phoenix, AZ
Insurance Agent
Northwestern Mutual
June 1997 -June 2000 (3 years 1 month) Phoenix, AZ
CA Insurance License #0J15318 Resident state Arizona
Contact
· Send a Message
· 480.258.6089
Education
· Education Arizona State University, W. P. Carey School of Business
· Bachelor of Science (B.S.), Business, 1995 – 2000
Matt Padilla
- President
I am excited to continue my career as a business owner. I started in the asset management business with Merrill Lynch in 2000. And realized right away the best part of what I do is building relationship and helping my clients find solutions to their many financial needs. It is this reason I firmly believe my career has taken me down the path forming Padilla Asset Management. I have always focused my business around my clients and establishing an investment plan that can adapt and evolve with them throughout the years. Life has a way of changing at a moment’s notice, and it is my goal to help my client’s financial lives to be flexible with these changes. I feel grateful for the many clients who instill their trust in me. I work every day striving to get better.
I am married to my best friend, Nicci. We have 3 beautiful children; Luke, Barrett, and Crew. I am a third generation native of Arizona and live in Chandler. Outside of the office, I enjoy spending time with my family through the many activities my kids are involved in. I volunteer coaching all my kids in their various sports teams. I find it very rewarding.
Experience:
Vice President – Wealth Management
UBS Financial Services, Inc.
November 2007 – October 2016 (9 years 11 months)
Financial Advisor
Merrill Lynch
June 2000 – November 2007 (7years 6 months) Phoenix, AZ
Insurance Agent
Northwestern Mutual
June 1997 -June 2000 (3 years 1 month) Phoenix, AZ
CA Insurance License #0J15318 Resident state Arizona
I am married to my best friend, Nicci. We have 3 beautiful children; Luke, Barrett, and Crew. I am a third generation native of Arizona and live in Chandler. Outside of the office, I enjoy spending time with my family through the many activities my kids are involved in. I volunteer coaching all my kids in their various sports teams. I find it very rewarding.
Experience:
Vice President – Wealth Management
UBS Financial Services, Inc.
November 2007 – October 2016 (9 years 11 months)
Financial Advisor
Merrill Lynch
June 2000 – November 2007 (7years 6 months) Phoenix, AZ
Insurance Agent
Northwestern Mutual
June 1997 -June 2000 (3 years 1 month) Phoenix, AZ
CA Insurance License #0J15318 Resident state Arizona
Contact
Education
- Education Arizona State University, W. P. Carey School of Business
- Bachelor of Science (B.S.), Business, 1995 – 2000
Shelley Gerber
- Senior Registered Client Associate
Shelley has worked in the financial service industry since 1990 with several national firms, becoming an operations manager with Wells Fargo Advisors Financial Network in 2006.
As a Senior Registered Client Associate, Shelley is committed to providing exceptional service for our clients. Shelley has Series 7 and Series 63 securities registrations. This background along with her many years of training and experience allows her to speak to and deal with the many administrative issues which arise for our clients.
Shelley is an Iowa native but calls Queen Creek home with her husband Jeff. She enjoys spending time with her grown children and 6 beautiful grandkids.
As a Senior Registered Client Associate, Shelley is committed to providing exceptional service for our clients. Shelley has Series 7 and Series 63 securities registrations. This background along with her many years of training and experience allows her to speak to and deal with the many administrative issues which arise for our clients.
Shelley is an Iowa native but calls Queen Creek home with her husband Jeff. She enjoys spending time with her grown children and 6 beautiful grandkids.