A legacy for generations

Curved helix bridge

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.

Grandmother laptop

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

    • image
    • image
    • image
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • 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

      • image
      • image
      • image
      • CA
      • CO
      • CT
      • FL
      • GA
      • IN
      • KY
      • MA
      • MD
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • VA
      • VT
      • WA
      • 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

        • image
        • image
        • 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

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

            Education and Licenses

            • 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)
              • Chartered Financial Consultant
              • Chartered Life Underwriter®
              440 South Warren Street
              The Galleries, 6th Floor
              Syracuse, NY 13202
            • Jacquelynn House

              Jacquelynn House

              Team Administrator

              • image
              • image
              • image
              • 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

                  Focus on liquidity management

                  CIO House View monthly livestream

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights