Senior Vice President–Wealth Management
Financial Advisor
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
Personal & Community
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Associate Financial Advisor
Accredited Asset Management Specialist
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Registered Client Associate
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.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate