$7 trn
UBS Group invested assets
As of 12/31/2025
Private Wealth Management

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.
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 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
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
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.
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
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
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
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.
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
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Our analysts, Leticia Zemaitis, Fixed Income Strategist CIO Americas, and Matthew Tormey, US Equity Strategist CIO Americas, discussed what is going on in markets, including equity valuations post-earnings, high-yield bonds, and the potential impact of new trade tariffs. Hosted by Alejo Czerwonko, Chief Investment Officer Emerging Markets.
September 03, 2026

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.
$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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