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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
Michael Zazuri is a Senior Wealth Strategy Associate who works closely with high‑net‑worth individuals, families, and small business owners, supporting portfolio management, account administration, and complex money movement needs. He partners with clients on retirement accounts, brokerage services, reporting, and ongoing account maintenance while building strong, long‑term relationships.
Michael earned a Bachelor’s degree in Finance and Economics from Sacred Heart University, with a minor in Financial Analysis. He holds the Series 7 and Series 63 licenses, as well as a Life and Health Insurance Producer License.
Outside of work, Michael enjoys playing basketball and golf. He lives with his wife and their two children and values spending quality time with his family.
Senior Wealth Strategy Associate
Michael Zazuri is a Senior Wealth Strategy Associate who works closely with high‑net‑worth individuals, families, and small business owners, supporting portfolio management, account administration, and complex money movement needs. He partners with clients on retirement accounts, brokerage services, reporting, and ongoing account maintenance while building strong, long‑term relationships.
Michael earned a Bachelor’s degree in Finance and Economics from Sacred Heart University, with a minor in Financial Analysis. He holds the Series 7 and Series 63 licenses, as well as a Life and Health Insurance Producer License.
Outside of work, Michael enjoys playing basketball and golf. He lives with his wife and their two children and values spending quality time with his family.
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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