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
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • 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, 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.

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

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

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Sandrea Brooks

Associate Director

Business Analyst

Sandrea Brooks is a Wealth Planning Associate covering the Soundview market at UBS Wealth Management Americas. Sandrea collaborates closely with Financial Advisors and clients to develop tailored financial plans that align with their unique goals. Drawing upon a comprehensive understanding of investment strategies and estate considerations, Sandrea brings a holistic approach to wealth management. Prior to joining UBS in 2020, Sandrea worked in the Public Securities Group at Brookfield Asset Management. Sandrea sits on MOSAIC-Americas National Steering Committee as the COO. She is also on the board of USAfrica Children’s Fellowship working with Communities in Africa to promote teaching, learning, and skill development to help children and adults grow and thrive.


Sandrea earned a Masters in Business Administration from Concordia University Chicago in 2017 and holds FINRA Series 7 and 66 licenses. Her Jamaican upbringing has made her passionate about financial literacy and social impact. She also enjoys a good run through the city, audiobooks, interior decorating and spending time with family and friends.

Registered States:
  • CT
  • NJ
  • NY
709 Westchester Avenue
Suite 400
White Plains, NY 10604

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Andrew Moore

Client Associate

Andrew Moore is an ambitious financial enthusiast known for his diligent approach and burgeoning expertise 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 make him a promising asset as he joins the Madison Partners team. 

 

Registered States:
  • CT
  • FL
  • MA
  • NY

Education

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

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

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Kyle Shearer

Client Associate

Kyle Shearer is a Registered Client Service Associate covering Madison Partners in Greenwich Connecticut. Kyle grew up in Peterborough, a town in southern New Hampshire nestled at the base of Mount Monadnock. After graduating high school, Kyle wanted to commit himself to a larger cause serving others and decided to enlist in the United States Marine Corps in the summer of 2019, returning in 2020 to begin his studies at Plymouth State University.

He discovered a vast enthusiasm for his discipline in finance, taking every opportunity to be involved with the School of Business. Kyle took a leadership role in the University Finance and Investment Club, where he managed the club’s investment portfolio, led guided discussions on financial planning, and established a network for financial professionals across New England to mentor business students. Through this network, he was introduced to a longtime club advisor and alumnus, Frank Moore, who connected Kyle with resources that would sponsor him as Plymouth’s Barons Ambassador. Kyle was awarded the PSU School of Business Excellence in Finance award and graduated Summa Cum Laude.

After college, Kyle was recruited into Madison Partners. He has since been studying to become a General Securities Representative, currently holding a Series 7 license. He is an avid hiker, runner, and enjoys spending time with family and friends.

Registered States:
  • CT

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
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

Email Me