Comprehensive wealth management

Lifelong financial planning for executives

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Frank Sabia Profile Photo

    Frank Sabia

    Managing Director–Wealth Management

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
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    • NC
    • ND
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    • NY
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    • OR
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    • RI
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    • TN
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    • UT
    • VA
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    • VT
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    • WV

    Professional and educational history

    Frank is a 42-year veteran of the financial services industry, all of it with UBS or its predecessor, Paine Webber. 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 live by reducing financial stress.

    Frank is a member of the Work Place Wealth Solutions (WWS) Financial Advisor team at UBS Financial Services Inc. He holds the exclusive UBS designations of Retirement Planning Consultant and Wealth Advisor. A graduate of Pace University with a B.A in business administration, Frank has earned his Series 3, 7, 8, 63, and 65 securities licenses. . A lifetime resident of Westchester County, he and his wife Beth live with their daughters Kaila and Ali in Larchmont. Frank spends most of his life thinking about his business of helping his clients. In his spare time, Frank enjoys fishing, golf, woodworking, and wine making.

     C.A. 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, 2022, 2023, 2024The 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. in Business Administration
    • Corporate Stock Benefit Consultant
    • Wealth Advisor
    • California Insurance License: 4176691
    3 Manhattanville Rd
    Suite 210
    Purchase, NY 10577
    frank.sabia@ubs.com
    Frank Sabia
    3 Manhattanville Rd,Purchase,NY,10577
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    Eric Bickler, CFP®

    Managing Director–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

    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.

    A member of the UBS Equity Plan Advisory Services Financial Advisor team, he 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.

    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.

    C.A. License #4176997

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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 Q1 based on information from a 12 month period ending in September of the prior year.

    • State University of New York at Albany, B.A. in Economics
    • CERTIFIED FINANCIAL PLANNER®
    • Corporate Stock Benefit Consultant
    • California Insurance License: 4176997
    3 Manhattanville Rd
    Suite 210
    Purchase, NY 10577
    eric.bickler@ubs.com
    Eric Bickler, CFP®
    3 Manhattanville Rd,Purchase,NY,10577
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    Iracema Almeida

    Senior Wealth Strategy Associate

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    • CA
    • CT
    • FL
    • GA
    • IL
    • NJ
    • NY
    • PA
    • SC
    • TX
    • VA
    • WI

    The focus of our relationship

    Iracema dedicates her time in developing client relationships, and supporting her team to improve various Wealth Management strategies such as investment analysis and financial planning. While building tailored plans she digests the client's needs, goals, and risks while utilizing the tools and resources of the firm. She also plays a central role in enhancing the client experience by providing high quality service based on the understanding of the clients’ needs.

    Professional and educational history

    Iracema earned her Bachelor's degree from Lehman College in 2011 while her major was Economics and Psychology. Prior to joining UBS in 2008, Iracema worked with the Major League Baseball Players Association. In her spare time Iracema enjoys track, cross country, physical fitness and decorating. She has been a yearly contributor to the St. Jude's Foundation, Juvenilia Diabetes, and the Brain Tumor Association. Iracema resides in Bronx, NY. 

    Series 7 & 66 registered.

    Life, Accident and Health Insurance Licensed

      • Lehman College, Economics and Psychology
        3 Manhattanville Rd
        Suite 210
        Purchase, NY 10577
        iracema.almeida@ubs.com
        Iracema Almeida
        3 Manhattanville Rd,Purchase,NY,10577
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        Joseph Daly, CFP®, CIMA®

        Senior Wealth Strategy Associate

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        • AZ
        • CA
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        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI
        • WV

        Professional and educational history

        Prior to joining the Sabia-Bickler Wealth Management Group in March of 2015, Joe served as an Investment Operations Coordinator for Lincoln Financial Advisors for two years. 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 the Certified Investment Management Analyst® designation, issued by IMCA in conjunction with the Wharton School of Business. Joe earned his B.A. from Manhattanville College in Purchase, NY where his major was Finance. Joe also is a dedicated youth Lacrosse coach for the Scarsdale Raiders. His hobbies include hiking, traveling, golfing, snowboarding, and fishing. Joe also enjoys spending time with his wife and daughter. 

        CERTIFIED FINANCIAL PLANNER ™,Certified Investment Management Analyst®, Life Accident and Health Insured, Corporate Stock Benefit Consultant, Series 7, 63 Registered.

          • Manhattanville College in Purchase, NY, B.A. in Finance
          • CERTIFIED FINANCIAL PLANNER®
          • Certified Investment Management Analyst®
          • Corporate Stock Benefit Consultant
          3 Manhattanville Rd
          Suite 210
          Purchase, NY 10577
          josephj.daly@ubs.com
          Joseph Daly, CFP®, CIMA®
          3 Manhattanville Rd,Purchase,NY,10577
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          Susan Spivak

          Senior Client Associate

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            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.

                  3 Manhattanville Rd
                  Suite 210
                  Purchase, NY 10577
                  susan.spivak@ubs.com
                  Susan Spivak
                  3 Manhattanville Rd,Purchase,NY,10577
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                ElectionWatch 2024

                24 questions for the '24 US election

                Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                Download the report

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