Comprehensive wealth management

Lifelong financial planning for executives

Train along mountain range

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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    • 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

    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, 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. in Business Administration
    • Corporate Stock Benefit Consultant
    • Wealth Advisor
    • California Insurance License: 4176691
    709 Westchester Avenue
    Suite 400
    White Plains, NY 10604
  • Eric Bickler Profile Photo

    Eric Bickler, CFP®

    Managing Director–Wealth Management

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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

    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, 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. in Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    • California Insurance License: 4176997
    709 Westchester Avenue
    Suite 400
    White Plains, NY 10604
  • Iracema Almeida Profile Photo

    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
        709 Westchester Avenue
        Suite 400
        White Plains, NY 10604
      • Joseph Daly Profile Photo

        Joseph Daly, CFP®, CIMA®

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • NH
        • NJ
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        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
          709 Westchester Avenue
          Suite 400
          White Plains, NY 10604
        • Cristen Brady Profile Photo

          Cristen Brady

          Wealth Strategy Associate

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          • CA
          • CO
          • CT
          • FL
          • IL
          • NJ
          • NY
          • TX
          • WI

          Cristen joined the Sabia Bickler Wealth Management Group in October 2017. She prides herself on building strong connections with clients while providing them with excellent service. Her goal is to make the clients feel secure and organized about their daily and future financial needs. Prior to joining the Sabia Bickler Group, Cristen was the Branch Service Associate for UBS. In this role Cristen was responsible for processing the operational needs of the branch and working closely with the management team. Cristen was born and raised in the Woodlawn section of the Bronx. She is extremely involved in her community and volunteers with local events. In her spare time she enjoys traveling and spending time with family and friends.

                709 Westchester Avenue
                Suite 400
                White Plains, NY 10604

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              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

              Global leader

              UBS is a world-leading wealth manager