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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    • 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, 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
    3 Manhattanville Rd
    2nd Floor
    Purchase, NY 10577
    frank.sabia@ubs.com
    Frank Sabia
    3 Manhattanville Rd,Purchase,NY,10577
  • EB new pic

    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™ (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, 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
    3 Manhattanville Rd
    2nd Floor
    Purchase, NY 10577
    eric.bickler@ubs.com
    Eric Bickler, CFP®
    3 Manhattanville Rd,Purchase,NY,10577
  • IA new

    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
        2nd Floor
        Purchase, NY 10577
        iracema.almeida@ubs.com
        Iracema Almeida
        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
                2nd Floor
                Purchase, NY 10577
                susan.spivak@ubs.com
                Susan Spivak
                3 Manhattanville Rd,Purchase,NY,10577
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              Clarity in a rapidly changing world

              We’re here to help guide you through uncertain times

              Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

              Let’s create a path together so you can move forward with confidence, no matter what comes next.

              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

              51 countries

              Our global footprint

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              UBS is a leading and truly global wealth manager

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