Experience

Frederick has been advising boards of directors, corporate executives and business owners for over 30 years. His experience includes advising and facilitating the initial public offerings of a number of internet technology companies. He has managed both the equity compensation and corporate cash plans for these firms as well.

Frederick has had national leadership recognition having received the Excellence in Leadership Award from Merrill Lynch in 2009. He was the Resident Director for Merrill Lynch in Santa Barbara prior to joining UBS in 2015. He is a graduate of the University of California- Berkeley with a degree in Political Economy. He holds the Finra Registered Principal license and Registered Options Principal license in addition to his Series 7 license.

Frederick is passionate about giving back to his community and has served on numerous charitable boards over the years including Direct Relief International, a global humanitarian relief non-profit, where he chaired the finance committee.

Together with the broad resources at UBS, Ben has the unique opportunity and privilege to make the financial lives of his clients better.

Ben’s clients primarily consist of substantial private investors and small business owners in the central coast of California.

He specializes in lending strategies, cash flow management, tax minimization, and portfolio structuring including market sell-off protection.

Ben strives to know all his clients so well that he can anticipate their needs, preclude issues from emerging, and craft portfolio strategies that both yield desirable results and are tailored to their personal values and appetite for risk.

Ben began his financial career with Merrill Lynch in 2007.

He and his team joined UBS Financial Services in 2015 finding that their comprehensive investment and planning resources better aligned with their clients' needs.

Ben holds a bachelor’s degree in Economics from California State University, Long Beach and is a designated Chartered Retirement Planning Counselor® (CRPC).

He is a board of directors of the M.I.T. Enterprise Forum Central Coast, a non-profit that seeks to build business connections for technology entrepreneurs.

Ben resides in his native Santa Barbara with his wife, Becca.

He is an avid swimmer, surfer, skier, golfer, and pickle ball player (a racquet sport similar to tennis).

Jennifer Boisky started her career in the Financial Services Industry 1998, and handles all of the administrative duties for the Burrows/Tucker team.   Jennifer holds several professional licenses including her Series 7, 9, 10, 63 and 65.   Jennifer has excellent customer service skills and works closely with clients helping with all of their financial needs.