Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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
Senior Wealth Strategy Associate
As the team’s Senior Wealth Strategy Associate, Melissa is responsible for financial planning, but is also adept at handling market orders from clients and rebalancing client portfolios as per client authorizations. She joined the Pearsall Wealth Management in 2004 and holds all the necessary securities and insurance licenses. Melissa attended Siena College where she graduated magna cum laude with a B.S. in finance. While at Siena, Melissa held several internships including one with the UBS, Albany, NY, office. Melissa resides in Queensbury with her husband Frank, daughters London and Lilyana and their beagle Bella.
Senior Wealth Strategy Associate
As the team’s Senior Wealth Strategy Associate, Melissa is responsible for financial planning, but is also adept at handling market orders from clients and rebalancing client portfolios as per client authorizations. She joined the Pearsall Wealth Management in 2004 and holds all the necessary securities and insurance licenses. Melissa attended Siena College where she graduated magna cum laude with a B.S. in finance. While at Siena, Melissa held several internships including one with the UBS, Albany, NY, office. Melissa resides in Queensbury with her husband Frank, daughters London and Lilyana and their beagle Bella.
Client Associate
Tara has recently joined the team in November 2020 as a Client Service Associate. She graduated from Penn State Behrend in 1999 with a B.S. in psychology. She resides in Queensbury with her husband Steve and their children Caleb, Abigail, and Steven. Tara and her family enjoy many activities the North Country has to offer, including hiking with their mini australian shepherd Addie, boating, camping, and skiing. She looks forward to getting to know clients and build relationships here at Pearsall Wealth Management.
Client Associate
Tara has recently joined the team in November 2020 as a Client Service Associate. She graduated from Penn State Behrend in 1999 with a B.S. in psychology. She resides in Queensbury with her husband Steve and their children Caleb, Abigail, and Steven. Tara and her family enjoy many activities the North Country has to offer, including hiking with their mini australian shepherd Addie, boating, camping, and skiing. She looks forward to getting to know clients and build relationships here at Pearsall Wealth Management.
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
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
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