Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

mountain climbers

Frank "Buzz" Moore

Senior Vice President–Wealth Management

Financial Advisor

I have spent over 30 years building customized wealth management portfolios for my clients. I work holistically to develop a personalized financial and estate plans, utilizing my strategic "GARP" philosophy in building personalized investment portfolios tailored to my client's specific goals and risk profiles. I am a passionate advocate for my clients; I work closely with local CPA and Attorneys to develop the client's customized wealth management plan. As a long-time resident of our community I work closely with a number of philanthropic organizations in various capacities and boards.

Series 7, 66, 9/10 registered.


Personal & Community

  • Treasurer, Trustee Board of Directors: The Marvelwood School
  • Professional Advisors Council: Fairfield County Community Foundations
  • Advisory Board Member: Sekolo Projects: Non-Profit (Namibia HIV prevention organization)
  • Musician: Tenor Soloist (Christ Church Greenwich, OffSounders of Greenwich)
  • President: Community Concerts of Greenwich Inc.
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OK
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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

Education

  • B.A. English, Plymouth State University

Credentials

  • Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830
  • (203) 862-2185

Email Me

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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