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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
First Vice President–Wealth Management
Financial Advisor
With 30 years of experience in the Financial Services Industry, Fran has helped clients manage their wealth through changing market conditions. She joined UBS in 2001, after 13 years with Salomon Smith Barney. She is FINRA-registered and holds Series 6, 7, 63, 65 securities licenses, as well as insurance licenses.
Fran has been a Bergen County resident for almost 40 years. She has been married for over 26 years and has two children. Outside of the office, Fran is both an avid skier and tennis player who regularly competes in USTA leagues.
Lets connect
First Vice President–Wealth Management
Financial Advisor
With 30 years of experience in the Financial Services Industry, Fran has helped clients manage their wealth through changing market conditions. She joined UBS in 2001, after 13 years with Salomon Smith Barney. She is FINRA-registered and holds Series 6, 7, 63, 65 securities licenses, as well as insurance licenses.
Fran has been a Bergen County resident for almost 40 years. She has been married for over 26 years and has two children. Outside of the office, Fran is both an avid skier and tennis player who regularly competes in USTA leagues.
Lets connect
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
