With more than 20 years of experience in the financial services industry, Scott is committed to delivering holistic financial planning and customized investment strategies.  His experience in providing the highest level of service to affluent families, successful professionals, business owners, executives, and charitable organizations has given him exceptional insight into solving the most complex financial needs. Scott serves as the central hub for many of his clients, connecting all aspects of their financial lives. Scott heads up the Southeast Division for the team.

Prior to joining UBS in 2008, Scott was a Financial Advisor at Merrill Lynch. He earned his B.S. in business administration and finance from The University of Vermont and holds the Series 7 and 63 securities licenses, as well as life and health insurance licenses. Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and Certified Investment Management Analyst^® (CIMA^®).

 Helping his community is an important part of Scott’s life. He lives in Naples with his wife and twin daughters. In his free time, he enjoys fly fishing and skiing.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Frank is a 38-year veteran of the financial services industry. 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 lives by reducing financial stress.

Frank's accomplishments are:

• Barron's Top 1,200 Financial Advisors nationwide from 2014 through 2019
• Forbes 2019 & 2018 Best-In-State Wealth Advisor
• Financial Times Top 400 US Advisors 2014, 2015
• Top 100 Wirehouse Advisor 2012 through 2016
• Top Wealth Advisors 2018, 2019

A member of the UBS Work Place Wealth Solutions Financial Advisor team and The National Association of Stock Plan Professionals, Frank earned his B.A. in business administration from Pace University. He holds the Series 3, 7, 8, 63 and 65 securities licenses.

Frank believes in giving back to his community, with a special commitment to Season Of Services. A lifetime resident of Westchester County, Frank and his wife, Beth, have two daughters, Kaila and Ali. In his free time, he enjoys fishing, golf, woodworking and wine making.  

Registered States:
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

The experience to guide you forward

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.

Credentials that build confidence

Recognized as a leader in the industry, Eric was named to the Forbes Best-in-State Wealth Advisors list in 2018, Financial Times Top 400 Financial Advisors list in 2017 and REP. magazine and WealthManagement.com’s list of the Top 40 Wirehouse Advisors Under 40 in 2014 and 2015. 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™ (CFP®) and holds the Series 7, 63 and 65 securities licenses, as well as state life and health insurance licenses.

Outside the office

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.

Registered States:
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

The experience to guide you forward

With more than 20 years in the financial services industry, Paul is passionate about helping his clients meet their financial goals. As a seasoned professional with experience in all aspects of wealth management, he serves the needs of corporate executives and high net worth investors. After gaining a comprehensive understanding of his clients’ goals, investment expectations and tolerance for risk, Paul develops investment strategies tailored to their needs.

Paul believes in the importance of developing strong relationships with his clients and their entire families. He became a Financial Advisor because he wanted to make a difference in the financial lives of his clients. Prior to joining UBS in 2010, Paul was at Smith Barney for 10 years and began his career at PaineWebber in 1998.

Credentials that build confidence

Paul earned a B.S. in Organizational Management from Manhattanville College. He also holds the CERTIFIED INVESTMENT MANAGEMENT ANALYST^® (CIMA^®) designation, administered by the Investment Management Consultants Association.^®

Outside the office

Paul and his wife, Sandra, live in Crestwood with their two sons, Paul and Peter. In his free time, he enjoys traveling and coaching his sons football and lacrosse teams.

Registered States:
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, VT, WA, WI, WV, WY

With 15 years of experience in the financial services industry, Mike delivers personalized service and customized wealth management solutions to high net worth and ultra-high net worth clients.  As a CERTIFIED FINANCIAL PLANNER™ professional, he works closely with existing and prospective clients to help clarify their objectives and to develop comprehensive strategies that help pursue those goals.  His experience includes the areas of, risk management, Strategic Financial Planning and corporate stock benefit consulting.  In addition to the CFP® designation, Mike holds Series 7 and 66 securities licenses, as well as his life and health insurance licenses.

 Mike first discovered his passion for the financial services industry in the summers of 2001 and 2002, after earning coveted internships with the New York Stock Exchange.  Working alongside trading floor specialists, he learned the intricacies of equity market execution and witnessed firsthand the complexities of the financial markets.  In 2003, he graduated from Radford University in Virginia where he enjoyed four years as a scholarship Division I student athlete, helping the men's soccer team claim back-to-back Big South Conference championships while earning a degree in Economics.  Upon graduation, Mike returned to New York City where he would begin his career at Merrill Lynch's flagship office on Fifth Avenue.  There he would be introduced  the Chin-Meador Team, which having moved to UBS in 2008, he continues to work alongside today.

Registered States:
CA, CO, CT, DC, FL, GA, IL, MA, MD, MN, MO, NC, NJ, NY, OK, PA, SC, TX, UT, VA

Siobhan has been delivering customized financial advice and investment solutions to high net worth families, successful business owners, and corporate executives for more than 10 years.  She sees financial planning as a collaborative experience tailored to each client's personal goals and customized to the complexity of their financial circumstances.  As part of her service-minded approach, Siobhan remains ever-connected to clients and their changing needs through regular contacts and performance evaluations, one-on-one meetings and financial plan reviews. 

Siobhan joined UBS in 2008 after beginning her career at Merrill Lynch in 2006.  She graduated cum laude with a bachelor's degree in Finance from Manhattan College.  Siobhan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Series 7 and 66 securities licenses as well as life and health insurance licenses.  An advocate for the advancement of women in the financial services industry, Siobhan serves as an active member of the CFP® Board WIN-to-WIN mentorship – a program designed to ensure that women interested in financial planning understand the unique benefits of CFP® certification and have guidance through the process. 

Outside of the office, Siobhan enjoys giving back to her community and teaching her children how to do the same.  Most recently, Siobhan volunteered with local charity initiative KaBOOM!, an American non-profit organization that helps communities build playgrounds for children.   Siobhan resides in Irvington, NY with her husband and their young children.

Registered States:
CA, CT, FL, IL, KS, MA, MO, NJ, NY, OK, PA, UT, WI

With more than 10 years in the financial services industry, Iracema is driven by her desire to deliver exceptional client service.  She approahces every relationship with empathy, understanding, and a commitment to identifying the needs and goals of our clients and their familes.  As Team Administrator, Iracema is responsible for leading the daily operations of the team and ensuring service excellence for clients.  She serves as a leader both on her team and within the firm.

Iracema earned a B.A. in Economics and Psychology from Lehman College.  She holds Series 7 and 66 securities licenses as well as life, accident, and health insurance licenses.  Iracema enjoys cross country and physical fitness, pottery, and traveling.  She is an active supporter of the St. Jude's Foundation and the Brain Tumor Association. 

Registered States:
CA, CT, FL, GA, IL, NJ, NY, PA, SC, TX, VA, WI

Prior to joining UBS in March of 2015, Joe served as an Investment Operations Coordinator for Lincoln Financial Advisors for two years.  Today, he plays a key role in enhancing the client experience by providing high quality service based on an understanding of the clients' needs.  Joe also helps construct client portfolios and implement investment strategies. Joe earned the CERTIFIED FINANCIAL PLANNER ™ designation from the Certified Financial Planner Board of Standards and he also earned the Certified Investment Management Analyst® designation, issued by IMCA in conjunction with the Wharton School of Business. Joe earned his B.A. in Finance from Manhattanville College in Purchase, NY.  Away from the office, Joe is a dedicated youth Lacrosse coach for the Scarsdale Raiders. His hobbies include hiking, traveling, golfing, snowboarding, and fishing.

CERTIFIED FINANCIAL PLANNER ™, Certified Investment Management Analyst®, Life Accident and Health Insured, Corporate Stock Benefit Consultant, Series 7, 63 Registered.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Prior to joining UBS in June 2016, Nick graduated magna cum laude from Manhattan College with a BS in finance. During his studies, Nick gained experience through internships with Morgan Stanley and Dynasty Financial Partners. Nick is committed to bringing a strong work ethic to UBS, where he plays a central role in enhancing the client experience by providing high-quality service based on a deep understanding of clients’ needs. It is his responsibility to ensure that each client gets the most from his or her relationship with UBS. Nick currently holds the Series 7 and 66 securities licenses as well as life, accident and health insurance licenses.

Registered States:
AZ, CA, CT, FL, GA, MD, MI, NH, NJ, NM, NY, OK, TN, TX, VA, VT

Cristen joined UBS in April 2016.  Her goal is to make the clients feel secure and organized about their daily and future financial needs. She prides herself on building strong connections with clients while providing them with excellent service.  Prior to joining the team, Cristen served as the Branch Service Associate for UBS and was responsible for processing the operational needs of the branch.  Outside of the office, Cristen is extremely involved in her community and volunteers with local events. In her spare time, she enjoys traveling and spending time with family and friends.

Registered States:
CA, CO, CT, FL, IL, NJ, NY, TX, WI