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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
