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Frank Sorge

Financial Advisor

An early career start

Before entering the financial services industry, Frank graduated from St. John Fisher College with a degree in Marketing and Economics. Frank joined UBS in 2022, following over 5 years with another wealth management firm.

Working to help others

Now a Financial Advisor with The Rochester Group of UBS, Frank takes pride in working with a team that has the knowledge and experience to take an individual approach to each client's situation.

Community Involvement

Frank is an active member in his community. He serves as a Vice President for the Italian Heritage Foundation, Treasurer for Gates to Recovery, and Chair of the School of the Holy Childhood Golf Tournament. Frank is also Founder and President of the Sicilian Olive Festival, an annual charity event held in honor of his late father, where proceeds benefit local organizations.

Outside of UBS

Outside of work, Frank enjoys travel, cooking, and spending time with family. 

At a glance

  • B.S., Marketing (Minor in Economics)
  • Series 7 and 66 security licenses
  • Life and health insurance licenses
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • ME
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VI
  • WI

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Financial planning
Estate planning strategies
Exit planning
Custom portfolios
Business Owners
Corporate executives
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4507

Email Me

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Multi-generational families

Education financing


Investment management

Outlook on interest rates

A team approach

Goals-based planning


2024 planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.