Executive Director
Market Director
Frank is a Market Director for the Florida Market. Prior to becoming a Market Director, Frank was AME for NY PWM covering advisors in Midtown and Fairfield County. He joined UBS in 2022 from Morgan Stanley's Private Wealth Management New York Complex, where he served as Business Development Manager. During his tenure he also worked with Morgan Stanley’s Fixed Income Division as a salesperson.
Frank has a bachelor’s degree from Villanova University and received his MBA from Columbia Business School. He is originally from Westchester, NY and currently lives in Port Washington, NY with his wife Kathleen and their three daughters Rosemarie (8), Margaret (5), and Georgia (3). In his free time he enjoys Villanova Basketball, Golf, Paddle Tennis, and Coaching his daughters various sports teams.
Executive Director
Market Director
Frank is a Market Director for the Florida Market. Prior to becoming a Market Director, Frank was AME for NY PWM covering advisors in Midtown and Fairfield County. He joined UBS in 2022 from Morgan Stanley's Private Wealth Management New York Complex, where he served as Business Development Manager. During his tenure he also worked with Morgan Stanley’s Fixed Income Division as a salesperson.
Frank has a bachelor’s degree from Villanova University and received his MBA from Columbia Business School. He is originally from Westchester, NY and currently lives in Port Washington, NY with his wife Kathleen and their three daughters Rosemarie (8), Margaret (5), and Georgia (3). In his free time he enjoys Villanova Basketball, Golf, Paddle Tennis, and Coaching his daughters various sports teams.
Director
Market Administrative Officer
Sandra Wagner serves as a Director and Market Administrative Officer for the Florida Market at UBS Financial Services. Sandra has held several roles at the firm and has a wealth of experience in various capacities. Sandra maintains her Series 7, 66, 9, and 10 securities licenses.
She is also an active member of her community and finds joy in spending time with her husband and adult children. Outside of work, Sandra loves traveling, gardening, reading, and spending time with family and friends.
Director
Market Administrative Officer
Sandra Wagner serves as a Director and Market Administrative Officer for the Florida Market at UBS Financial Services. Sandra has held several roles at the firm and has a wealth of experience in various capacities. Sandra maintains her Series 7, 66, 9, and 10 securities licenses.
She is also an active member of her community and finds joy in spending time with her husband and adult children. Outside of work, Sandra loves traveling, gardening, reading, and spending time with family and friends.
Associate Director
Admin Manager
Associate Director
Admin Manager
Director
Associate Market Executive
Antonio is an Associate Market Executive for the Florida Market. Antonio is a results-oriented Associate Market Executive, overseeing the Florida Market. He drives business development, implements sales growth plans, and develops coaching programs for financial advisors to enhance their professional growth. Antonio manages escalated issues, including financial, reputational, and compliance risks. He also supports financial advisor recruitment, hiring, and onboarding. Previously, as Client Experience Director, Antonio streamlined processes to improve client and advisor experiences.
Antonio began his career with Merrill Lynch in 2006, advanced into leadership roles, and joined UBS in 2015. He holds dual Bachelor's degrees in Marketing and Management from Northwood University.
Director
Associate Market Executive
Antonio is an Associate Market Executive for the Florida Market. Antonio is a results-oriented Associate Market Executive, overseeing the Florida Market. He drives business development, implements sales growth plans, and develops coaching programs for financial advisors to enhance their professional growth. Antonio manages escalated issues, including financial, reputational, and compliance risks. He also supports financial advisor recruitment, hiring, and onboarding. Previously, as Client Experience Director, Antonio streamlined processes to improve client and advisor experiences.
Antonio began his career with Merrill Lynch in 2006, advanced into leadership roles, and joined UBS in 2015. He holds dual Bachelor's degrees in Marketing and Management from Northwood University.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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