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, Trustee for the NYS Trooper Signal 30 Fund, 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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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, Trustee for the NYS Trooper Signal 30 Fund, 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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Frank Sorge is also part of:
The Rochester Group
Lets connect
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.
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.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
In this guide you can explore an array of planning ideas, such as:
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
An overview of philanthropic strategies and their impact to help you evaluate different options.
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.
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