Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Frank Moore

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.

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OK
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

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

  • Plymouth State University, B.A. English

Credentials

  • Financial Paraplanner Qualified Professional™
  • Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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Jeffrey Adam Miller

First Vice President–Wealth Management

Financial Advisor

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

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MT
  • NC
  • NJ
  • NM
  • NY
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA

Education

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

Credentials

  • Senior Portfolio Manager
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

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Manuel Melendez

Senior Vice President–Wealth Management

Financial Advisor

As a Financial Advisor, my strongest assets are the relationships I've established with my clients.  Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service.  I work closely with my clients to develop an investment strategy tailored to their needs.  This ensures I have a thorough understanding of the risks and rewards inherent in your investments.

I entered the wealth management industry in 2004 during one of the market's most challenging periods-and over the past years I have helped clients manage their wealth throughout good times and bad.  I joined UBS in 2007 after three years at Popular Securities and a prior administrative tenure at Smith Barney from 2001 to 2003.

I approach my clients in a practical, no-nonsense way, explaining the pro's and con's of each course of action.  My investment process is as down to earth as possible.  I relate on a one-to-one basis with my clients using real-world examples that make sense.  From the tenured investor to the novice, I create long-lasting relationships that transcend the business, making me their one-stop shop for advice.

I'm FINRA-registered and hold a Series 7 general securities license, as well as the Series 66 uniform combined state law license, life, accident and health insurance and variable annuities.  My MBA in finance is from the Inter American University of Puerto Rico where I also serve on the Entrepreneurial Advisory Committee of the Metropolitan Campus.  Also, I'm a member of the Investment Management Consultants Association (IMCA).  Given the overall market environment, being a Member helps me keep up to date with the Industry's recent trends and evolving strategies.

I currently live in San Juan with my wife, our three children and three dogs.  I'm a member of the Board of Directors of my community where I deal with issues that range from the community's design infrastructure and aesthetic maintenance to the residents' overall safety and quality of life.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA

Education

  • Inter American University of Puerto Rico, MBA Finance
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

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Brian Deigan

Wealth Strategy Associate

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.

Registered States:
  • CT
  • FL
  • NY
  • SC

Education

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

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