A legacy for generations

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What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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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.

  •  Andrea Jayne Kimball

    Andrea J. Kimball

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • KY
    • MA
    • MD
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WI

    Education and Licenses

    • Certified Exit Planning Advisor
    • Life and health Insurance Licenses
    • Series 7, 63, and 65 licenses
    • B.A degree from Biola University
    • CA Insurance License 0K05874

      • Biola University, B.A.
      • Certified Exit Planning Advisor
      440 South Warren Street
      The Galleries, 6th Floor
      Syracuse, NY 13202
    • Kelly Weyer

      Kelly Weyer

      Financial Advisor

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      • CA
      • CO
      • CT
      • FL
      • GA
      • KY
      • MA
      • MD
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • VA
      • VT
      • WI

      CA Insurance License 4251199

        • St. John Fisher University
        • Chartered Retirement Planning Counselor℠
        440 South Warren Street
        The Galleries, 6th Floor
        Syracuse, NY 13202
      • Tyler

        Tyler Merz

        Client Associate

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        • NJ
        • NY

        Registered Client Service Associate. B.S in Business Economics from The State University of Oneonta. He is Series 7 and 66 Licensed. 

          • The State University of Oneonta, B.S in Business Economics
            440 South Warren Street
            The Galleries, 6th Floor
            Syracuse, NY 13202
          • Steven Kenneth Flanders

            Steven Flanders

            Senior Vice President–Wealth Management

            Financial Advisor

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            • CA
            • CO
            • CT
            • FL
            • GA
            • KY
            • MA
            • MD
            • MN
            • MT
            • NC
            • NH
            • NJ
            • NY
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • VA
            • VT
            • WI

            Education and Licenses

            • Certified Exit Planning Advisor ®
            • Chartered Financial Consultant Professional ®
            • Certified Life Underwriter Consultant Professional ®
            • Life and Health Insurance Licenses
            • Series 7, 31, 63 and 65 Licenses
            • B.S degree from State of University of NY, Brockport 

              • State University of NY, Brockport, B.S.
              • American College, CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant)
              • Wharton School at the University of Pennsylvania, CIMA (Certified Investment Management Analyst)
              • Certified Exit Planning Advisor
              • Chartered Financial Consultant
              • Chartered Life Underwriter®
              440 South Warren Street
              The Galleries, 6th Floor
              Syracuse, NY 13202
            • Jacquelynn House

              Jacquelynn House

              Team Administrator

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              • CO
              • FL
              • MA
              • MD
              • MT
              • NY
              • OR
              • PA
              • VA

              Ms. House has over 30 years of experience in the financial services industry and provides quality services to our high net worth and institutional clients. Ms. House assists in business development, corporate services, estate planning and is responsible for the implementation of successful operational systems. She manages all administrative functions and analyzes investment opportunities and client needs. She is instrumental in the search process for trustees/custodians to institutional clients and responsible for the successful transition of assets. Jaquelynn is Series 7, 31, 63 and 65 and New York State Insurance Licensed. 

                    440 South Warren Street
                    The Galleries, 6th Floor
                    Syracuse, NY 13202

                  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

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