Senior Vice President–Wealth Management
Financial Advisor
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.
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
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.
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.
Financial Advisor
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.
Financial Advisor
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.
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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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