Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Frank Sabia

Managing Director–Wealth Management

Professional and educational history

Frank is a 42-year veteran of the financial services industry, all of it with UBS or its predecessor, Paine Webber. A seasoned professional in all facets of wealth management, he draws from his vast experience helping corporate executives, business owners, and high net worth investors to deliver the right advice and solutions for his clients’ financial needs and goals. Frank guides his client’s with the insight, support, and flexibility their financial lives require. Having a great respect for earned income, Frank embraces a planning based approach that begins with the creation and then continual monitoring of a well-informed plan which serves as a road map that informs every solution he provides.

 Frank bases each of his relationships on the four pillars of wealth management—lifestyle management, risk management, liability management and asset management. In addition, he and his team strive to add value to their client relationships everyday by remaining informative, accessible, independent and transparent in each interaction and every transaction. He seeks to improve his client's live by reducing financial stress.

Frank is a member of the Work Place Wealth Solutions (WWS) Financial Advisor team at UBS Financial Services Inc. He holds the exclusive UBS designations of Retirement Planning Consultant and Wealth Advisor. A graduate of Pace University with a B.A in business administration, Frank has earned his Series 3, 7, 8, 63, and 65 securities licenses. . A lifetime resident of Westchester County, he and his wife Beth live with their daughters Kaila and Ali in Larchmont. Frank spends most of his life thinking about his business of helping his clients. In his spare time, Frank enjoys fishing, golf, woodworking, and wine making.

 C.A. License #4176691

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Pace University, B.A. in Business Administration

Credentials

  • Corporate Stock Benefit Consultant
  • Wealth Advisor
  • California Insurance License: 4176691
709 Westchester Avenue
Suite 400
White Plains, NY 10604

Email Me

Eric Bickler, CFP®

Managing Director–Wealth Management

Eric has a true passion for personal finance and helping his clients succeed. He cares deeply about his clients and their families, with a commitment to make a difference in their lives—on both a wealth management and personal level. Whether guiding affluent clients as they transition to and through retirement, focusing on the unique needs of corporate executives or providing advice to the next generation of investors, Eric takes a holistic approach to wealth management. A UBS Financial Advisor since 1998, Eric considers it a privilege to share his experience and knowledge with clients as he helps them pursue their financial goals.

A member of the UBS Equity Plan Advisory Services Financial Advisor team, he provides specialized guidance on corporate compensation plans, including stock options, restricted securities, equity plan administration and 401(k) and pension plans.

Eric earned his B.A. in economics from the State University of New York at Albany. He is a Certified Financial Planner™ (CFP®) and holds the Series 7, 63 and 65 securities licenses, as well as state life and health insurance licenses.

When it comes to giving back to the community, Eric is an active mentor to U.S. military veterans seeking opportunities on Wall Street. In his free time, he enjoys traveling and spending time with family, especially his young daughter.

C.A. License #4176997

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • On Wall Street – Top 40 Advisors Under 40, 2011, 2012The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • State University of New York at Albany, B.A. in Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Corporate Stock Benefit Consultant
  • California Insurance License: 4176997
709 Westchester Avenue
Suite 400
White Plains, NY 10604

Email Me

Iracema Almeida

Senior Wealth Strategy Associate

The focus of our relationship

Iracema dedicates her time in developing client relationships, and supporting her team to improve various Wealth Management strategies such as investment analysis and financial planning. While building tailored plans she digests the client's needs, goals, and risks while utilizing the tools and resources of the firm. She also plays a central role in enhancing the client experience by providing high quality service based on the understanding of the clients’ needs.

Professional and educational history

Iracema earned her Bachelor's degree from Lehman College in 2011 while her major was Economics and Psychology. Prior to joining UBS in 2008, Iracema worked with the Major League Baseball Players Association. In her spare time Iracema enjoys track, cross country, physical fitness and decorating. She has been a yearly contributor to the St. Jude's Foundation, Juvenilia Diabetes, and the Brain Tumor Association. Iracema resides in Bronx, NY. 

Series 7 & 66 registered.

Life, Accident and Health Insurance Licensed

Registered States:
  • CA
  • CT
  • FL
  • GA
  • IL
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • WI

Education

  • Lehman College, Economics and Psychology
709 Westchester Avenue
Suite 400
White Plains, NY 10604

Email Me

Joseph Daly, CFP®, CIMA®

Senior Wealth Strategy Associate

Professional and educational history

Prior to joining the Sabia-Bickler Wealth Management Group in March of 2015, Joe served as an Investment Operations Coordinator for Lincoln Financial Advisors for two years. He plays a key role in enhancing the client experience by providing high quality service based on an understanding of the clients' needs. Joe also helps construct client portfolios and implement investment strategies. Joe earned the CERTIFIED FINANCIAL PLANNER ™ designation from the Certified Financial Planner Board of Standards  and the Certified Investment Management Analyst® designation, issued by IMCA in conjunction with the Wharton School of Business. Joe earned his B.A. from Manhattanville College in Purchase, NY where his major was Finance. Joe also is a dedicated youth Lacrosse coach for the Scarsdale Raiders. His hobbies include hiking, traveling, golfing, snowboarding, and fishing. Joe also enjoys spending time with his wife and daughter. 

CERTIFIED FINANCIAL PLANNER ™,Certified Investment Management Analyst®, Life Accident and Health Insured, Corporate Stock Benefit Consultant, Series 7, 63 Registered.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Manhattanville College in Purchase, NY, B.A. in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Corporate Stock Benefit Consultant
709 Westchester Avenue
Suite 400
White Plains, NY 10604

Email Me

Susan Spivak

Senior Client Associate

Susan has been in the financial industry for over 25 years and brings valuable experience from the roles she has had throughout her career.  She is a graduate of Hofstra University and lives in Pleasantville, New York with her 2 children.

709 Westchester Avenue
Suite 400
White Plains, NY 10604

Email Me