Family. Wealth. For Generations.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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    Frank Castro

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    Frank joined UBS in 2007 after spending 13 years at Morgan Stanley. He has 37 years of experience and focuses on the development and implementation of estate and wealth transfer strategies. Frank works with high net worth clients to develop a customized strategic wealth plan that includes coordinating the client’s legal, tax and insurance professionals. Frank serves the community as a Member of the Estes Park Rotary Club. Frank along with his wife Melissa have 2 sons Kyle and Zachary.

    • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Home Worker CO
        Home Worker CO, CO 000
        frank.castro@ubs.com
        Frank Castro
        Home Worker CO,Home Worker CO,CO,000
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        Zachary Castro

        Financial Advisor

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        • AK
        • AL
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        Zachary is a dedicated financial advisor with a strong foundation in investment management and comprehensive financial planning. He brings experience guiding clients through complex financial decisions, including Investment management, education planning, legacy planning, and ongoing financial education, helping individuals and families build and preserve wealth with confidence. Zachary earned his bachelor’s degree in finance and entrepreneurship from the University at Albany Massry School of Business, where he developed the analytical and strategic skills that underpin his client-focused approach. Based in White Plains, NY, he is committed to delivering personalized, thoughtful financial strategies tailored to each client’s unique goals and circumstances.

              3 Manhattanville Rd
              2nd Floor
              Purchase, NY 10577
              zachary.castro@ubs.com
              Zachary Castro
              3 Manhattanville Rd,Purchase,NY,10577
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              Michael Zazuri

              Senior Wealth Strategy Associate

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              • AZ
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              • TX
              • VA

                    3 Manhattanville Rd
                    2nd Floor
                    Purchase, NY 10577
                    michael.zazuri@ubs.com
                    Michael Zazuri
                    3 Manhattanville Rd,Purchase,NY,10577
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  Clarity in a rapidly changing world

                  We’re here to help guide you through uncertain times

                  Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

                  Let’s create a path together so you can move forward with confidence, no matter what comes next.

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