The right moves for your financial future

Private Wealth Management

A Clear, Personal Approach to Your Family's Wealth

At Sabia Bickler, your family’s vision comes first. We work alongside you at every stage of your financial journey, bringing depth in multigenerational wealth planning, estate structuring, and tax-aware investing.    

Whether you're untangling complex executive compensation or preparing the next generation to handle family assets, we deliver a clear, grounded plan built on trust and discipline. You get a personal, hands-on partnership backed by the global insights and resources you need to navigate changing markets with confidence. At Sabia Bickler, your family’s vision comes first. We work alongside you at every stage of your financial journey, bringing depth in multigenerational wealth planning, estate structuring, and tax-aware investing.

 

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
    • 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
    • WY

    Frank is a 45-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. and holds the Wealth Advisor designation. 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 split their time between Larchmont and Amagansett. 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.

    Series 3, 7, 8, 63, and 65

    Life, Accident, and Health Insurance Licensed

     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, 2024, 2025, 2026The 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.
    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Pace University, B.A. in Business Administration
    • Corporate Stock Benefit Consultant
    • Wealth Advisor
    • California Insurance License: 4176691
    Financial planning
    Legacy planning
    Executive compensation
    Corporate executives
    3 Manhattanville Rd
    2nd Floor
    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
    • WY

    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®™ 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.

    Certified Financial Planner®™

    Series 7, 63, and 65

    Life, Accident, and Health Insurance Licensed

    C.A. License #4176997

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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.
    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • State University of New York at Albany, B.A. in Economics
    • CERTIFIED FINANCIAL PLANNER
    • Corporate Stock Benefit Consultant
    • California Insurance License: 4176997
    Financial planning
    Philanthropy
    Legacy planning
    Estate planning strategies
    Executive compensation
    Multi-generational families
    3 Manhattanville Rd
    2nd Floor
    Purchase, NY 10577
    eric.bickler@ubs.com
    Eric Bickler, CFP®
    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.

        • Hofstra University
          3 Manhattanville Rd
          2nd Floor
          Purchase, NY 10577
          susan.spivak@ubs.com
          Susan Spivak
          3 Manhattanville Rd,Purchase,NY,10577
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          Alexandra Sabia

          Client Associate

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                  3 Manhattanville Rd
                  2nd Floor
                  Purchase, NY 10577
                  alexandra.sabia@ubs.com
                  Alexandra Sabia
                  3 Manhattanville Rd,Purchase,NY,10577
                • Jade 2026

                  Jade Hughes, CFP®

                  Senior Wealth Strategy Associate

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                  • AK
                  • 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
                  • WY

                  Jade is dedicated to helping corporate executives, entrepreneurs, and multigenerational families navigate complex financial landscapes. As a Certified Financial Planner®™ professional and Corporate Stock Benefit Consultant with the Meador, Sabia, Bickler Group, she delivers holistic wealth strategies that integrate equity compensation planning, concentrated position risk management, tax minimization, and portfolio construction.

                  Jade began her career with UBS through the Financial Advisor Development Program, where she advised employees and executives of Fortune 500 companies on equity compensation strategies, with a particular focus on Restricted Stock Units (RSUs) and Non-Qualified Stock Options (NQSOs). Prior to joining UBS in 2023, Jade served as a Mortgage Loan Originator, where she gained specialized experience advising clients on liability and lending strategies.

                  In addition to her CFP® certification, she holds her SIE, Series 7, and Series 66 securities licenses. Jade earned her Bachelor’s degree in Management Information Systems from Indiana University’s Kelley School of Business, where she was a member of the NCAA Division I women’s rowing team.

                  Outside of the office, she enjoys working out, golfing, traveling, and spending time with family and friends. Jade resides in Weehawken, New Jersey with her boyfriend. 

                  Certified Financial Planner®™

                  SIE, Series 7, and 66

                    • Indiana University, Kelley Business School, Management of Information Systems
                    • CERTIFIED FINANCIAL PLANNER
                    • Corporate Stock Benefit Analyst
                    Financial planning
                    Retirement planning
                    Executive compensation
                    Corporate executives
                    Education planning
                    Asset allocation
                    3 Manhattanville Rd
                    2nd Floor
                    Purchase, NY 10577
                    jade.hughes@ubs.com
                    Jade Hughes, CFP®
                    3 Manhattanville Rd,Purchase,NY,10577
                  Three generations in apple orchard

                  Turn possibilities into a plan

                  Mountain climbers on peak at sunrise

                  A leading global wealth manager

                  House View Monthly

                  Pumpkin patch

                  Success to succession

                  Enabling the transfer of all you hold valuable

                  What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                  Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

                  Insights

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $7 trn

                  UBS Group invested assets
                  As of 12/31/2025

                  More than 160 years

                  offering financial advice

                  Global leader

                  UBS is a leading and truly global wealth manager

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