Frank is a 32-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 has been named to Barron's Top 1,200 Advisors list. He has also been recognized by the Financial Times as one of the Top 400 US Advisors of 2014 and in 2013 for their inaugural list. He was named a Top 100 Wirehouse Advisor in 2012 and 2013 by Registered Rep Magazine. He is also a member of the Equity Plan Advisory Services (EPAS) Financial Advisor team at UBS Financial Services Inc., a member of The National Association of Stock Plan Professionals and holds the exclusive UBS designations of Retirement Planning Consultant and Wealth Advisor. 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 live with their daughters Kaila and Ali in Larchmont. Among the charities Frank and Beth support, they are both very devoted to their favorite cause, Habitat for Humanity. 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.

• Member of The National Association of Stock Plan Professionals
• UBS Wealth Advisor Program
• Member of the Equity Plan Advisory Services (EPAS) Financial Advisor team at UBS Financial Services Inc.

• Bachelors Degree in Business Administration, Pace University

• Series 8, General Securities Sales Supervisor
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Series 7, General Securities Representative
• Series 3, National Commodity Futures

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY