Barbara Fraser, CFP, CRPC
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Barbara Fraser, CFP, CRPC

First Vice President–Wealth Management

Financial Advisor

I've been in the Financial Services industry for over 15 years. During this time I have developed the ability to completely understand each client through a very detailed discovery process. This process allows me to offer financial solutions tailored to meet every client's individual needs. Building relationships with my clients is my number one priority.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • 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
  • WY

Barbara Fraser, CFP, CRPC

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

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. 

Barbara Fraser, CFP, CRPC

Education

  • BS, Industrial Distribution, Clarkson College, Pottsdam, NY

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor

Barbara Fraser, CFP, CRPC

400 Linden Oaks
Rochester, NY 14625

Email Me

barbara.l.fraser@ubs.com
Barbara Fraser, CFP, CRPC
400 Linden Oaks,Rochester,NY,14625

Barbara Fraser, CFP, CRPC

First Vice President–Wealth Management

Financial Advisor

I've been in the Financial Services industry for over 15 years. During this time I have developed the ability to completely understand each client through a very detailed discovery process. This process allows me to offer financial solutions tailored to meet every client's individual needs. Building relationships with my clients is my number one priority.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • 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
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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

  • BS, Industrial Distribution, Clarkson College, Pottsdam, NY

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4579

Email Me

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