Dedicated wealth management for the long term

Sailboat splashing in water

Backed by the extensive resources of UBS, The Meador, Sabia, Bickler Team provides seamless integration across your financial world. Our disciplined process combines comprehensive guidance on the complexities of wealth management with targeted investment solutions specific to your goals.

Our highly personalized approach helps our clients simplify the challenges that come with protecting, growing and transitioning wealth. We offer the experience needed to help manage your complex financial needs and a commitment to understanding your goals wherever you are in life. Our thoughtful advice and education helps ensure your independence throughout our long-term relationship.

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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.

  • Scott Meador Profile Photo

    W. Scott Meador, CFP, CIMA

    Managing Director–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    With more than 20 years of experience in the financial services industry, Scott is committed to delivering holistic financial planning and customized investment strategies.  His experience in providing the highest level of service to affluent families, successful professionals, business owners, executives, and charitable organizations has given him exceptional insight into solving the most complex financial needs. Scott serves as the central hub for many of his clients, connecting all aspects of their financial lives. Scott heads up the Southeast Division for the team.

    Prior to joining UBS in 2008, Scott was a Financial Advisor at Merrill Lynch. He earned his B.S. in business administration and finance from The University of Vermont and holds the Series 7 and 63 securities licenses, as well as life and health insurance licenses. Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®).

    Helping his community is an important part of Scott’s life. He lives in Naples with his wife and twin daughters. In his free time, he enjoys fly fishing and skiing.

     CA License #3290711

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

    • The University of Vermont, B.S. Business Administration and Finance
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    801 Laurel Oak Drive
    Suite 500
    Naples, FL 34108
  • Frank Sabia Profile Photo

    Frank Sabia

    Managing Director–Wealth Management

    Wealth Advisor

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    Frank is a 38-year veteran of the financial services industry. A seasoned professional in all facets of wealth management, he draws from his vast experience helping corporate executives, business owners, and high net worth investors to deliver the right advice and solutions for his clients’ financial needs and goals. Frank guides his client’s with the insight, support, and flexibility their financial lives require. Having a great respect for earned income, Frank embraces a planning based approach that begins with the creation and then continual monitoring of a well-informed plan which serves as a road map that informs every solution he provides.

    Frank bases each of his relationships on the four pillars of wealth management—lifestyle management, risk management, liability management and asset management. In addition, he and his team strive to add value to their client relationships everyday by remaining informative, accessible, independent and transparent in each interaction and every transaction. He seeks to improve his client's lives by reducing financial stress.

    A member of the UBS Work Place Wealth Solutions Financial Advisor team and The National Association of Stock Plan Professionals, Frank earned his B.A. in business administration from Pace University. He holds the Series 3, 7, 8, 63 and 65 securities licenses.

    Frank believes in giving back to his community, with a special commitment to Season Of Services. A lifetime resident of Westchester County, Frank and his wife, Beth, have two daughters, Kaila and Ali. In his free time, he enjoys fishing, golf, woodworking and wine making.

    CA License #4176691

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 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.

    • Pace University, B.A. Business Administration
    • Wealth Advisor
    • Corporate Stock Benefit Consultant
    709 Westchester Avenue
    Suite 400
    White Plains, NY 10604
  • Eric Bickler Profile Photo

    Eric Bickler, CFP

    Managing Director–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • IN
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    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
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    • NC
    • ND
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    • NV
    • NY
    • OH
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    • OR
    • PA
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    • SC
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    • UT
    • VA
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    • WV
    • WY

    The experience to guide you forward

    Eric has a true passion for personal finance and helping his clients succeed. He cares deeply about his clients and their families, with a commitment to make a difference in their lives – on both a wealth management and personal level. 

    Whether guiding affluent clients as they transition to and through retirement, focusing on the unique needs of corporate executives or providing advice to the next generation of investors, Eric takes a holistic approach to wealth management. A UBS Financial Advisor since 1998, Eric considers it a privilege to share his experience and knowledge with clients as he helps them pursue their financial goals.

    Credentials that build confidence

    A member of the UBS Equity Plan Advisory Services Financial Advisor team, Eric provides specialized guidance on corporate compensation plans, including stock options, restricted securities, equity plan administration and 401(k) and pension plans. 

    Eric earned his B.A. in economics from the State University of New York at Albany. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Series 7, 63 and 65 securities licenses, as well as state life and health insurance licenses.

    Outside the office

    When it comes to giving back to the community, Eric is an active mentor to U.S. military veterans seeking opportunities on Wall Street. In his free time, he enjoys traveling and spending time with family, especially his young daughter.

    CA License #4176997

    • Forbes Best-in-State Wealth Advisors, 2018, 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.
    • On Wall Street – Top 40 Advisors Under 40, 2011, 2012The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

    • State University of New York at Albany, B.A. Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    709 Westchester Avenue
    Suite 400
    White Plains, NY 10604
  • Paul Olivo Profile Photo

    Paul Olivo, CIMA

    Senior Vice President–Wealth Management

    Certified Investment Management Analyst®

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    • IN
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    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
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    • NV
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    The experience to guide you forward

    With more than 20 years in the financial services industry, Paul is passionate about helping his clients meet their financial goals. As a seasoned professional with experience in all aspects of wealth management, he serves the needs of corporate executives and high net worth investors. After gaining a comprehensive understanding of his clients’ goals, investment expectations and tolerance for risk, Paul develops investment strategies tailored to their needs.

    Paul believes in the importance of developing strong relationships with his clients and their entire families. He became a Financial Advisor because he wanted to make a difference in the financial lives of his clients. Prior to joining UBS in 2010, Paul was at Smith Barney for 10 years and began his career at PaineWebber in 1998.

    Credentials that build confidence

    Paul earned a B.S. in Organizational Management from Manhattanville College. He also holds the CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) designation, administered by the Investment Management Consultants Association.®

    Outside the office

    Paul and his wife, Sandra, live in Crestwood with their two sons, Paul and Peter. In his free time, he enjoys traveling and coaching his sons football and lacrosse teams.

    CA License #0I04104 

      • Manhattanville College, B.S. Organizational Management
      • Certified Investment Management Analyst®
      • Corporate Stock Benefit Consultant
      709 Westchester Avenue
      Suite 400
      White Plains, NY 10604
    • Michael Von Essen Profile Photo

      Michael Von Essen, CFP

      Senior Wealth Strategy Associate

      CERTIFIED FINANCIAL PLANNER™

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      • VA

      With 15 years of experience in the financial services industry, Mike delivers personalized service and customized wealth management solutions to high net worth and ultra-high net worth clients.  As a CERTIFIED FINANCIAL PLANNER™ professional, he works closely with existing and prospective clients to help clarify their objectives and to develop comprehensive strategies that help pursue those goals.  His experience includes the areas of, risk management, Strategic Financial Planning and corporate stock benefit consulting.  In addition to the CFP® designation, Mike holds Series 7 and 66 securities licenses, as well as his life and health insurance licenses.

      Mike first discovered his passion for the financial services industry in the summers of 2001 and 2002, after earning coveted internships with the New York Stock Exchange.  Working alongside trading floor specialists, he learned the intricacies of equity market execution and witnessed firsthand the complexities of the financial markets.  In 2003, he graduated from Radford University in Virginia where he enjoyed four years as a scholarship Division I student athlete, helping the men's soccer team claim back-to-back Big South Conference championships while earning a degree in Economics.  Upon graduation, Mike returned to New York City where he would begin his career at Merrill Lynch's flagship office on Fifth Avenue.  There he would be introduced to the Chin-Meador Team, which having moved to UBS in 2008, he continues to work alongside today.

        • Radford University, Economics
        • CERTIFIED FINANCIAL PLANNER™
        • Corporate Stock Benefit Consultant
        709 Westchester Avenue
        Suite 400
        White Plains, NY 10604
      • Siobhan Shaughnessy Profile Photo

        Siobhan Shaughnessy, CFP

        Senior Wealth Strategy Associate

        CERTIFIED FINANCIAL PLANNER™

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        • MA
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        Siobhan has been delivering customized financial advice and investment solutions to high net worth families, successful business owners, and corporate executives for more than 10 years.  She sees financial planning as a collaborative experience tailored to each client's personal goals and customized to the complexity of their financial circumstances.  As part of her service-minded approach, Siobhan remains ever-connected to clients and their changing needs through regular contacts and performance evaluations, one-on-one meetings and financial plan reviews. 

        Siobhan joined UBS in 2008 after beginning her career at Merrill Lynch in 2006.  She graduated cum laude with a bachelor's degree in Finance from Manhattan College.  Siobhan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Series 7 and 66 securities licenses as well as life and health insurance licenses.  An advocate for the advancement of women in the financial services industry, Siobhan serves as an active member of the CFP® Board WIN-to-WIN mentorship – a program designed to ensure that women interested in financial planning understand the unique benefits of CFP® certification and have guidance through the process. 

        Outside of the office, Siobhan enjoys giving back to her community and teaching her children how to do the same.  Most recently, Siobhan volunteered with local charity initiative KaBOOM!, an American non-profit organization that helps communities build playgrounds for children.   Siobhan resides in Irvington, NY with her husband and their young children.

          • Manhattan College, Finance, cum laude
          • CERTIFIED FINANCIAL PLANNER™
          • Corporate Stock Benefit Consultant
          709 Westchester Avenue
          Suite 400
          White Plains, NY 10604
        Investment Solutions

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        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

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        UBS is a world-leading wealth manager