Profile

Matthew Gilliam

UBS Financial Services

Contact Details

UBS Financial Services

Bio

Matt Gilliam is a Director and Relationship Manager with UBS Equity Plan Advisory Services (EPAS), where he serves as the principal escalation point. He is responsible for coordinating interaction between corporate clients, Financial Advisors, and supporting business units within EPAS. As an active member of the National Association of Stock Plan Professionals' Nashville Chapter, he stays up-to-date on the latest developments in the equity compensation industry in order to better serve clients and help them find specialized solutions to their particular situations. In addition, Matt holds Series 7, 52, and 63 licenses from FINRA.

Since joining UBS in 2001, Matt has served in several different functional capacities, including Customer Service Representative, Stock Option Administrator, and Client Service Manager. Prior to joining the firm, I worked as a Financial Advisor. These experiences have given Matt unique perspective and understanding of client needs, which he leverages to facilitate positive client outcomes.

Matt received a B.B.A. in Finance from East Tennessee State University and an M.B.A. in Economics and Information Systems from Middle Tennessee State University.