Senior Vice President–Wealth Management
Frank brings over 30 years of experience to our client relationships; beginning his career at Merrill Lynch, working as a Sales Manager and Branch Manager at Smith Barney and moving to UBS Financial Services in 2012. He is a Certified Financial Planner and holds Series 3, 6, 7, 8 and 63 securities licenses, as well as licenses for life, accident and health insurance and variable annuities. Frank's bachelor's degree is from LIU/CW Post in NY.
Frank spends his spare time on the Board of Directors for the Make-A-Wish Foundation and as a facilitator for Rainbows for All God's Children. His philanthropic endeavors and professional achievement earned him the "50 or so around 50" award in 2011, granted by Long Island Business News. Frank lives with his wife in Smithtown, NY.
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Senior Client Associate