Your goals. Our comprehensive plan.

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Frank-Moore

    Frank Moore

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WY

    Frank has spent over 30 years building customized wealth management portfolios for his clients. He works holistically to develop personalized financial and estate plans, utilizing a strategic "GARP" philosophy in building personalized investment portfolios tailored to his client's specific goals and risk profiles. Frank is a passionate advocate for his clients; he works closely with local CPA and Attorneys to develop the client's customized wealth management plan.

    A life-long resident, Frank and his wife, Nichola live with their three children, Kaitlin, Andrew and Susie.  Frank works closely with a number of philanthropic organizations in various capacities and boards. In his spare time Frank, a classically trained musician, can be found in the local performing arts scene singing classical and a'capella music.

    Series 7, 66, 9/10 registered. Life, Accident, and Health Insurance.

    Professional Experience

    Company

    Title

    Location

    Duration

    UBS Financial Services Inc.

    Senior Vice President - Investments

    Greenwich, CT

    June 2000 - Present

    A G Edwards & Sons, Inc.

    Vice President - Investments

    Greenwich, CT

    June 1989 - June 2000

    Prudential Bache Securities

    Financial Advisor

    Stamford, CT

    March 1987 - June 1989

    Education

    • B.A. English - Plymouth State University

    Personal & Community

    • Treasurer, Trustee Board of Directors: The Marvelwood School
    • Professional Advisors Council: Fairfield County Community Foundations
    • Musician: Tenor Soloist (Christ Church Greenwich, OffSounders of Greenwich)
    • President: Community Concerts of Greenwich Inc.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The 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.

    • Plymouth State University, B.A. English
    • Financial Paraplanner Qualified Professional™
    • Senior Portfolio Manager
    • Certified Plan Fiduciary Advisor (CPFA)
    Financial planning
    Legacy planning
    Long-term care planning
    Retirement planning
    Custom portfolios
    Alternative investments
    Structured products
    401(k) plan services
    100 West Putnam Ave
    2nd Floor
    Greenwich, CT 06830
    frank.moore@ubs.com
    Frank Moore
    100 West Putnam Ave,Greenwich,CT,06830
  • Sandrea Brooks

    Sandrea Brooks

    Associate Director

    Wealth Planning Associate

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    • CT
    • NJ
    • NY

    Sandrea Brooks is a Wealth Planning Associate covering the Soundview market at UBS Wealth Management Americas. Sandrea collaborates closely with Financial Advisors and clients to develop tailored financial plans that align with their unique goals. Drawing upon a comprehensive understanding of investment strategies and estate considerations, Sandrea brings a holistic approach to wealth management. Prior to joining UBS in 2020, Sandrea worked in the Public Securities Group at Brookfield Asset Management. Sandrea sits on MOSAIC-Americas National Steering Committee as the COO. She is also on the board of USAfrica Children’s Fellowship working with Communities in Africa to promote teaching, learning, and skill development to help children and adults grow and thrive.


    Sandrea earned a Masters in Business Administration from Concordia University Chicago in 2017 and holds FINRA Series 7 and 66 licenses. Her Jamaican upbringing has made her passionate about financial literacy and social impact. She also enjoys a good run through the city, audiobooks, interior decorating and spending time with family and friends.

          3 Manhattanville Rd
          Suite 210
          Purchase, NY 10577
          sandrea.brooks@ubs.com
          Sandrea Brooks
          3 Manhattanville Rd,Purchase,NY,10577
        • AndrewMoore

          Andrew Moore

          Client Associate

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          • CT
          • FL
          • MA
          • NY

          Andrew Moore is an ambitious financial enthusiast known for his diligent approach and burgeoning expertise in financial markets. With a diverse background in business development within the manufacturing industry, Andrew has honed his skills in fostering relationships and delivering impactful solutions.

          During his 5 year tenure as a Business Development Representative, Andrew served as the intermediary between engineering and procurement teams, facilitating collaboration to deliver customized solutions tailored to meet clients' specific needs. These collaborations spanned multiple projects, involved stakeholders from both his company and his client's affiliate plants on an international scale, resulting in globally implemented changes in manufacturing and supply chain processes.

          Andrew is drawing upon generational family knowledge to learn the ropes of the industry. His experience in problem-solving and collaboration equips him to create custom-tailored solutions in the financial services industry on a client-by-client basis, demonstrating his commitment to excellence and his eagerness to apply his skills in new and challenging contexts.

          With a passion for finance and a dedication to personal growth, Andrew is on the path to becoming a trusted Financial Advisor. Andrew's courteous professionalism and problem-solving prowess make him a promising asset as he joins the Madison Partners team. 

           

            • Clarkson University, B.S. Business: Innovation and Entrepreneurship: 2014 - 2018
              Estate planning strategies
              Asset allocation
              Retirement Plan consulting
              Impact investing
              100 West Putnam Ave
              2nd Floor
              Greenwich, CT 06830
              andrew.moore@ubs.com
              Andrew Moore
              100 West Putnam Ave,Greenwich,CT,06830
            • Kyle Shearer - CSA

              Kyle Shearer

              Client Associate

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              • CA
              • CT
              • FL
              • MA
              • NJ
              • NY
              • PA

              Kyle Shearer is a Registered Client Service Associate covering Madison Partners in Greenwich Connecticut. Kyle grew up in Peterborough, a town in southern New Hampshire nestled at the base of Mount Monadnock. After graduating high school, Kyle wanted to commit himself to a larger cause serving others and decided to enlist in the United States Marine Corps in the summer of 2019, returning in 2020 to begin his studies at Plymouth State University.

              He discovered a vast enthusiasm for his discipline in finance, taking every opportunity to be involved with the School of Business. Kyle took a leadership role in the University Finance and Investment Club, where he managed the club’s investment portfolio, led guided discussions on financial planning, and planned the clubs’ events and funding. He was also selected as the first Plymouth’s Barron’s & Market Watch Ambassador. Kyle was awarded the PSU School of Business Excellence in Finance award and graduated Summa Cum Laude.

              After college, Kyle was recruited into Madison Partners. He is an avid hiker, runner, and enjoys spending time with family and friends.

                • Plymouth State University, B.S. Finance: 2020 - 2023
                  Legacy planning
                  Retirement planning
                  Investing
                  Financial Services professionals
                  100 West Putnam Ave
                  2nd Floor
                  Greenwich, CT 06830
                  kyle.shearer@ubs.com
                  Kyle Shearer
                  100 West Putnam Ave,Greenwich,CT,06830

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                100 West Putnam Ave
                2nd Floor
                Greenwich, CT 06830