$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
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
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
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.
CA License #: 4366370
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.
CA License #: 4365874
With more than 10 years in the financial services industry, Iracema is driven by her desire to deliver exceptional client service. She approahces every relationship with empathy, understanding, and a commitment to identifying the needs and goals of our clients and their familes. As Team Administrator, Iracema is responsible for leading the daily operations of the team and ensuring service excellence for clients. She serves as a leader both on her team and within the firm.
Iracema earned a B.A. in Economics and Psychology from Lehman College. She holds Series 7 and 66 securities licenses as well as life, accident, and health insurance licenses. Iracema enjoys cross country and physical fitness, pottery, and traveling. She is an active supporter of the St. Jude's Foundation and the Brain Tumor Association.
Prior to joining UBS in March of 2015, Joe served as an Investment Operations Coordinator for Lincoln Financial Advisors for two years. Today, he plays a key role in enhancing the client experience by providing high quality service based on an understanding of the clients' needs. Joe also helps construct client portfolios and implement investment strategies. Joe earned the CERTIFIED FINANCIAL PLANNER ™ designation from the Certified Financial Planner Board of Standards and he also earned the Certified Investment Management Analyst® designation, issued by IMCA in conjunction with the Wharton School of Business. Joe earned his B.A. in Finance from Manhattanville College in Purchase, NY. Away from the office, Joe is a dedicated youth Lacrosse coach for the Scarsdale Raiders. His hobbies include hiking, traveling, golfing, snowboarding, and fishing.
CERTIFIED FINANCIAL PLANNER ™, Certified Investment Management Analyst®, Life Accident and Health Insured, Corporate Stock Benefit Consultant, Series 7, 63 Registered.
Nick is committed to bringing a strong work ethic to UBS, where he is responsible to ensure that each client gets the most from his or her relationship with the team. Nick helps craft and implement personalized client portfolios and financial plans. He strongly supports the financial planning process as an integral part of developing customized portfolio strategies to help achieve clients’ goals.
Prior to joining UBS in 2016, Nick graduated magna cum laude from Manhattan College with a BS in finance. He is a CFP® professional, and holds the Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. Nick serves as an active member of the CFP® Board Mentor Program – a program that connects candidates who plan to sit for the CFP® exam, with CFP® professionals who can share their knowledge and experience of passing the exam.
Nick lives in Westchester, NY, with his wife. He is an avid New York sports fan and car enthusiast. He also enjoys movies, cooking, and spending time with family and friends.
Susan has been in the financial industry for over 25 years and brings valuable experience from the roles she has had throughout her career. She is a graduate of Hofstra University and lives in Pleasantville, New York with her 2 children.
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
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
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
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.
CA License #: 4366370
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.
CA License #: 4365874
With more than 10 years in the financial services industry, Iracema is driven by her desire to deliver exceptional client service. She approahces every relationship with empathy, understanding, and a commitment to identifying the needs and goals of our clients and their familes. As Team Administrator, Iracema is responsible for leading the daily operations of the team and ensuring service excellence for clients. She serves as a leader both on her team and within the firm.
Iracema earned a B.A. in Economics and Psychology from Lehman College. She holds Series 7 and 66 securities licenses as well as life, accident, and health insurance licenses. Iracema enjoys cross country and physical fitness, pottery, and traveling. She is an active supporter of the St. Jude's Foundation and the Brain Tumor Association.
Prior to joining UBS in March of 2015, Joe served as an Investment Operations Coordinator for Lincoln Financial Advisors for two years. Today, he plays a key role in enhancing the client experience by providing high quality service based on an understanding of the clients' needs. Joe also helps construct client portfolios and implement investment strategies. Joe earned the CERTIFIED FINANCIAL PLANNER ™ designation from the Certified Financial Planner Board of Standards and he also earned the Certified Investment Management Analyst® designation, issued by IMCA in conjunction with the Wharton School of Business. Joe earned his B.A. in Finance from Manhattanville College in Purchase, NY. Away from the office, Joe is a dedicated youth Lacrosse coach for the Scarsdale Raiders. His hobbies include hiking, traveling, golfing, snowboarding, and fishing.
CERTIFIED FINANCIAL PLANNER ™, Certified Investment Management Analyst®, Life Accident and Health Insured, Corporate Stock Benefit Consultant, Series 7, 63 Registered.
Nick is committed to bringing a strong work ethic to UBS, where he is responsible to ensure that each client gets the most from his or her relationship with the team. Nick helps craft and implement personalized client portfolios and financial plans. He strongly supports the financial planning process as an integral part of developing customized portfolio strategies to help achieve clients’ goals.
Prior to joining UBS in 2016, Nick graduated magna cum laude from Manhattan College with a BS in finance. He is a CFP® professional, and holds the Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. Nick serves as an active member of the CFP® Board Mentor Program – a program that connects candidates who plan to sit for the CFP® exam, with CFP® professionals who can share their knowledge and experience of passing the exam.
Nick lives in Westchester, NY, with his wife. He is an avid New York sports fan and car enthusiast. He also enjoys movies, cooking, and spending time with family and friends.
Susan has been in the financial industry for over 25 years and brings valuable experience from the roles she has had throughout her career. She is a graduate of Hofstra University and lives in Pleasantville, New York with her 2 children.
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.
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.
Does a financial plan go beyond my investments?
When we build a comprehensive financial plan, we start by listening and learning about you. Our goals-based approach to planning can help you see the connections between all aspects of your financial world.
A Highly Credentialed Team
The professionals on our team have met stringent requirements and provide a depth of planning and investment acumen that can help enrich your understanding of all aspects of your financial life. We are life event specialists with vast experience working with affluent individuals and families, whether you are navigating life’s milestones, managing a business transition, experiencing a significant liquidity event or planning your legacy.
Retirement income planning
Our team can work with you to help protect your lifestyle and livelihood in retirement by helping you understand such influences as risk, investment time horizon and asset allocation. We’ll also help you maximize your Social Security benefits.
Insurance
We objectively analyze all of your current policies—including long term care— and develop an insurance plan that helps protect your family’s assets, replace income, and create a legacy for future generations.
Estate and philanthropic planning strategies
We can work with your attorney and accountant to help with protecting your assets, potentially reducing estate tax exposure, assessing charitable goals and transitioning wealth to future generations.
Liability management
Holistic wealth planning takes into account both sides of your balance sheet— assets and liabilities—to understand your entire financial picture. For those looking to access liquidity, we have personalized financing solutions.
Education planning
With the cost of college continuing to rise faster than the rate of inflation, we can provide sound strategies for paying college expenses. We provide customized school-specific cost and savings predictions while keeping an eye on your overall financial goals.
Can my portfolio withstand market volatility?
Our team provides personalized investment strategies tailored to your needs. With direct access to the global resources of UBS, we can help you weather market uncertainty with timely perspectives, customized investment management and a fully integrated suite of financial solutions.
Customized portfolio management
By working with global, institutional-quality money management firms, we build custom portfolios from a broad array of investments that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments, taking advantage of upside trends and offering downside protection.
Open access
We are product-agnostic. We provide advice on and access to an open platform of financial solutions both within and outside of UBS. This open architecture, along with a disciplined planning process, ensures we develop a customized strategy specific to your unique situation that is based on highly-focused research.
Understanding risk
Through our comprehensive due diligence and planning process, we gain a deep understanding of your financial picture so we can help balance your tolerance for risk with your family’s goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk and lower volatility.
Leveraging our institutional consulting experience
Because of our experience working with institutional clients in a fiduciary capacity, we have a depth of knowledge in the design, implementation and monitoring of complex investment solutions. We translate this institutional consulting experience into action by creating comprehensive wealth strategies for high net worth individuals and affluent families.
What can I expect from the team?
We are devoted to our clients, communicating regularly to set expectations, address concerns and resolve issues. Count on us to be:
Dynamic communication
We consistently strive to anticipate your needs and ensure that you understand the thought process behind our solutions. We stay on top of the latest and most prudent financial thinking and share that expertise through regular contacts and performance evaluations, one-on-one meetings and financial plan reviews.
Trusted client service
Clients rely on our proactive and consistent client service team for a host of financial and administrative needs, from setting up online services to handling financial statements. This means taking extra steps to provide customized reporting, help organize tax information, or simplify daily financial and investment issues.
Deep resources
By offering a full range of personalized, high-touch services, our aim is to be helpful in every aspect of your life. Accessing the deep resources of the firm, we are strongly positioned to address the wide range of your sophisticated needs.
An integrated team
Clients trust us to work directly with their accountants and estate attorneys, whether we’re helping with wealth planning, investment solutions or advising on the most prudent strategies for building a legacy.
Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your perosnal tax or legal advisor regarding your personal circumstances.
How will we work together to reach my goals?
No matter what phase of life you are in or the complexity of your financial needs, we offer a flexible and disciplined process designed to work with you right now.
Step 1 - Discover
Each of our clients has complexities and investment histories that need to be fully understood in order for us to provide customized guidance.
Step 2 - Plan
A well-constructed financial plan serves as the cornerstone of any investment strategy. Each plan is stress tested to clearly demonstrate risk and reward metrics and ensure it delivers on the objectives we have identified together.
Step 3 - Implement
Our customized portfolios are built according to the individual needs of each client. We are careful to keep our clients’ goals and tolerance for volatility in mind.
Step 4 - Review
We provide regular performance reports for every relationship. As financial markets and individual situations change, we adapt and adjust our investment strategies accordingly.
Step 5 - Communicate
We are committed to ongoing dialogue and education with our clients relative to the financial markets and the broader economic landscape. As we see opportunities emerge, we will communicate this in a timely fashion.
How will we provide service and support for plan administrators and participants?
We are well positioned to help manage the complexities of equity compensation by providing integrated financial guidance and a robust suite of administrative tools. We can help you with key issues around a broad array of awards.
Specialty services for stock option planning and execution
With complicated equity award packages, executives and employees need specific guidance. We provide customized services, including:
10B5-1 restricted stocks
Understanding that executives and insiders face regulatory challenges buying and selling stock, we will help formulate a written, predetermined, and systematic 10B5-1 trading plan that satisfies liquidity needs in an efficient and compliant manner.
We provide services for the full spectrum of plans:
Executive financial planning services
Our team is dedicated to providing personalized planning advice tailored to the executive’s specific financial situations.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager