Insight-based advice

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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
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA

    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, 2023The 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
    100 West Putnam Ave
    2nd Floor
    Greenwich, CT 06830
  • Jeffrey-Miller

    Jeffrey Adam Miller

    First 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
    • NJ
    • NM
    • NY
    • PA
    • PR
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA

    Jeffrey has spent over 17 years in the financial industry and is currently a First Vice President at UBS. He takes a holistic approach to wealth management with a focus on financial planning and risk management. Using planning as a core foundation, Jeffrey strives to help clients unlock the value in their business, grow their assets, manage liabilities, and preserve their inter-generational wealth through personalized retirement, elder care, and estate planning.

    Jeffrey resides in Bedford, NY with his wife, Laura, and two children, Julia and Evan. Together, they enjoy traveling to Northern Italy along the Mediterranean coast and skiing around the world. For ten consecutive years Jeffrey was a ski pro in Aspen, Zermatt, and France and now is a go-to phone call to fill spots on heli-ski trips around the world by friends from that part of his life. He is also a competitive cyclist racing for Deno's Wonder Wheel, a Master's Team in Brooklyn, NY. Jeffrey is highly engaged with and concerned about Alzheimer’s Disease on a National level. He devotes much of his time working with the Alzheimer’s Association of CT, and always seeking strategies to address the emotional and financial toll this disease is taking on our country.

    Series 7 and 65 registered. Life and Health Insurance.

    Professional Experience

    Company

    Title

    Location

    Duration

    UBS Financial Services Inc.

    First Vice President - Wealth Management, Senior Portfolio Manager

    Greenwich, CT

    November 2013 - Present

    Morgan Stanley Wealth Management

    First Vice President, Portfolio Management Director

    Purchase, NY

    June 2007 - November 2013

    Smith Barney

    Vice President, Portfolio Manager

    New York, NY

    December 1999 - June 2007

    Education

    • Drew University, BA, Psychology, French
    • University of Grenoble, France, Francophone Literature & Translation

    Accomplishments

    • Morgan Stanley Advisor Insights Specialist
    • Smith Barney Financial Planning Specialist
    • Global Currency Advocate, Morgan Stanley
    • Smith Barney 529/College Planning Specialist, NY

    Personal & Community

    • Hudson Valley Gateway Chamber of Commerce Finance Committee

      • Drew University, BA Psychology, French
      • University of Grenoble, France, Francophone Literature & Translation
      • Senior Portfolio Manager
      100 West Putnam Ave
      2nd Floor
      Greenwich, CT 06830
    • Brian-Deigan

      Brian Deigan

      Wealth Strategy Associate

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      • CT
      • FL
      • NY
      • SC

      Brian has over 10 years of experience in the financial services industry, joining UBS in 2008. He graduated from the University of Oregon with a B.S. in Economics. Brian is responsible for client communications and general operational support working with clients. 

      Brian has been a lifelong resident of Fairfield County. He is an avid traveler. Brian also enjoys soccer and rooting on the Oregon Ducks.

        • University of Oregon, B.S. Economics
          100 West Putnam Ave
          2nd Floor
          Greenwich, CT 06830

        Focus on liquidity management

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        Tree

        UBS and Credit Suisse—stronger than ever

        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

        $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