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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
