$3.9 trillion
In invested assets globally
As of 12/31/2022
Lifelong financial planning for executives
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.
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.
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
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
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
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.
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
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
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
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.
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
Are we headed for a new regime in the markets or are we going “Back to the Future”? Will we experience continued uncertainty around the Fed, inflation and market volatility or is there another view brewing on the horizon?
A discussion on the latest debt ceiling developments and inflation data with John Savercool, Head of the UBS US Office of Public Policy, Brian Rose, Senior Economist, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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