Experience

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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

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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

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Iracema Almeida is passionate about building meaningful relationships and helping clients feel confident and supported throughout their financial journey. She works closely with clients and their families to understand their goals, priorities, and concerns, striving to ensure that every aspect of their wealth management experience is thoughtful, personalized, and seamless.

As a Senior Wealth Strategy Associate, Iracema supports the development and implementation of comprehensive wealth management strategies, including investment analysis and financial planning, while leveraging the full breadth of UBS resources. She also oversees many of the team’s service and operational functions, with a focus on providing clients with responsive, efficient, and attentive support.

Known for her warm and approachable nature, Iracema treats clients like family and takes pride in developing lasting relationships built on trust and open communication. A natural problem solver, she enjoys helping clients navigate challenges and finding thoughtful solutions to their needs. Her commitment to excellence, attention to detail, and dedication to client service make her a valued resource for clients and the team.

Having joined UBS in 2008, Iracema brings extensive wealth management experience and a strong commitment to client service. She holds a Bachelor’s Degree in Economics and Psychology from Lehman College.

Outside the office, Iracema enjoys spending quality time with her young son and family. She is passionate about home decorating and renovation projects, traveling, and maintaining an active lifestyle. She is also a dedicated supporter of St. Jude Children’s Research Hospital and the Brain Tumor Association.

Iracema resides in Brewster, New York.

Series 7 and 66 

Life, Accident, and Health Insurance Licensed

• Lehman College, Economics and Psychology

With more than 25 years in the financial industry, Susan brings a wealth of experience to her role, but what she enjoys most is working with clients. She genuinely values the opportunity to get to know clients and their families over time and takes pride in providing personal, thoughtful service and being someone they know they can count on.

A graduate of Hofstra University, Susan lives in Pleasantville, New York, with her husband and two children. Outside of work, she enjoys cooking, home decorating, and traveling.

• Hofstra University

Ali brings a wealth of experience and a genuine passion for delivering client service. She earned her Bachelor of Science in Business Management from Sacred Heart University's Jack Welch College of Business in 2018. Following graduation, she began her career in corporate finance in New York City, working with several marketing agencies, where she developed a strong foundation in financial operations, client relations, and strategic problem-solving.

Since joining the team, Ali has been excited to apply her professional experience and dedication to serving clients and their families. She is committed to building strong, lasting relationships founded on trust, responsiveness, and attention to detail. With a natural desire to help others, she strives to provide a seamless and personalized experience for every client and family, whether addressing day-to-day requests, coordinating complex needs, or offering thoughtful support during important life events. Ali takes pride in anticipating client needs, communicating proactively, and ensuring every interaction reflects the highest standards of care and professionalism.

Ali resides in Connecticut with her dachshund, Oliver. In her free time, she enjoys playing tennis, needlepoint, and traveling. She is honored to work alongside her father, helping clients and their families navigate important financial and life decisions with confidence and care.

• Sacred Heart University, Jack Welch College of Business, Business Management

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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