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.

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

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
  • Certified Plan Fiduciary Advisor (CPFA)

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me

frank.moore@ubs.com
Frank Moore
100 West Putnam Ave,Greenwich,CT,06830

Andrew Moore

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. 

 

Registered States:
  • 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

Education

  • Clarkson University, B.S. Business: Innovation and Entrepreneurship: 2014 - 2018

Credentials

  • Accredited Asset Management Specialist
  • Certified Plan Fiduciary Advisor (CPFA)

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Asset allocation
Retirement Plan consulting
Impact investing
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

andrew.moore@ubs.com
Andrew Moore
100 West Putnam Ave,Greenwich,CT,06830

Kyle Shearer

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.

Registered States:
  • CA
  • CT
  • FL
  • IN
  • MA
  • ME
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • VT

Education

  • Plymouth State University, B.S. Finance: 2020 - 2023

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Legacy planning
Retirement planning
Investing
Financial Services professionals
Banking
Cash management
Estate planning strategies
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

kyle.shearer@ubs.com
Kyle Shearer
100 West Putnam Ave,Greenwich,CT,06830

Julia Sateriale

Client Associate

100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me

julia.sateriale@ubs.com
Julia Sateriale
100 West Putnam Ave,Greenwich,CT,06830

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