Your goals. Our comprehensive plan.

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.

Start the conversation

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

Senior Vice President–Wealth Management

Financial Advisor

View bio Industry recognition

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.

CA Ins. Lic. # 2288625

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, 2024, 2025, 2026The 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.
UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

Andrew Moore

Associate Financial Advisor

Accredited Asset Management Specialist
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Andrew Moore is an ambitious financial enthusiast known for his diligent approach and burgeoning experience 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 makes him a valuable asset to the Madison Partners team.
- Clarkson University, B.S. Business: Innovation and Entrepreneurship: 2014 - 2018
- Accredited Asset Management Specialist
- Certified Plan Fiduciary Advisor (CPFA)
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

Registered Client Associate
View bio
- CA
- CT
- FL
- IN
- MA
- ME
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- VT
Kyle Shearer is a Registered Client Associate with Madison Partners in Greenwich, Connecticut, where he is dedicated to delivering a highly personalized, service-driven experience. He works closely with advisors to help individuals and families navigate their financial lives with clarity and confidence. Kyle supports a wide range of clients needs, including portfolio and account management, estate planning coordination, and personalized financial strategies.

Kyle brings a disciplined, client-first mindset shaped by his distinguished service in the United States Marine Corps, from which he retired in August 2025. His background instilled a strong foundation of integrity, accountability, and attention to detail—principles that continue to guide his work in wealth management. He holds the Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) designations. He is fully licensed to provide insurance and annuity solutions, and serves as a certified public notary, enabling him to offer comprehensive financial and administrative support.

Kyle earned his Bachelor of Science in Finance from Plymouth State University, graduating Summa Cum Laude, with minors in Accounting and Economics. He was recognized as the university’s first Barron’s & MarketWatch Ambassador and received the Excellence in Finance Award for his academic achievement and commitment to the field. Outside the office, Kyle enjoys hiking, camping, fitness, and values spending time with family and friends.
- Plymouth State University, B.S. Finance: 2020 - 2023
Legacy planning

Retirement planning

Investing

Financial Services professionals

Banking

Cash management

Estate planning strategies

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

kyle.shearer@ubs.com

Kyle Shearer

100 West Putnam Ave,Greenwich,CT,06830
Julia Sateriale

Client Associate
View bio
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

julia.sateriale@ubs.com

Julia Sateriale

100 West Putnam Ave,Greenwich,CT,06830

Frank Moore

Senior Vice President–Wealth Management

Financial Advisor

View bio Industry recognition

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

CA Ins. Lic. # 2288625

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, 2024, 2025, 2026The 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.
UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

Andrew Moore

Associate Financial Advisor

Accredited Asset Management Specialist
View bio
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MN
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Andrew Moore is an ambitious financial enthusiast known for his diligent approach and burgeoning experience 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 makes him a valuable asset to the Madison Partners team.
- Clarkson University, B.S. Business: Innovation and Entrepreneurship: 2014 - 2018
- Accredited Asset Management Specialist
- Certified Plan Fiduciary Advisor (CPFA)
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

Registered Client Associate
View bio
- CA
- CT
- FL
- IN
- MA
- ME
- NH
- NJ
- NV
- NY
- OH
- PA
- RI
- VT
Kyle Shearer is a Registered Client Associate with Madison Partners in Greenwich, Connecticut, where he is dedicated to delivering a highly personalized, service-driven experience. He works closely with advisors to help individuals and families navigate their financial lives with clarity and confidence. Kyle supports a wide range of clients needs, including portfolio and account management, estate planning coordination, and personalized financial strategies.

Kyle brings a disciplined, client-first mindset shaped by his distinguished service in the United States Marine Corps, from which he retired in August 2025. His background instilled a strong foundation of integrity, accountability, and attention to detail—principles that continue to guide his work in wealth management. He holds the Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) designations. He is fully licensed to provide insurance and annuity solutions, and serves as a certified public notary, enabling him to offer comprehensive financial and administrative support.

Kyle earned his Bachelor of Science in Finance from Plymouth State University, graduating Summa Cum Laude, with minors in Accounting and Economics. He was recognized as the university’s first Barron’s & MarketWatch Ambassador and received the Excellence in Finance Award for his academic achievement and commitment to the field. Outside the office, Kyle enjoys hiking, camping, fitness, and values spending time with family and friends.
- Plymouth State University, B.S. Finance: 2020 - 2023
Legacy planning

Retirement planning

Investing

Financial Services professionals

Banking

Cash management

Estate planning strategies

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

kyle.shearer@ubs.com

Kyle Shearer

100 West Putnam Ave,Greenwich,CT,06830
Julia Sateriale

Client Associate
View bio
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

julia.sateriale@ubs.com

Julia Sateriale

100 West Putnam Ave,Greenwich,CT,06830

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}