Global access of Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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.

  • Julie Fox

    Julie Fox

    Managing Director

    Market Executive

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      Julie is the Market Executive in our Private Wealth Management business. She is responsible for running the Wealth Management and Private Wealth Management businesses in Philadelphia, Washington D.C. and surrounding areas, as well as the Private Wealth Management business across the Mid Atlantic Market.

      Previously, she served as National Sales Manager and led our sales effort for both the Field Sales team and the sales organization. She was responsible for the sales strategy and direction of all field-facing resources both internally and externally to ensure consistency across our sales efforts in how we deliver products and solutions to Financial Advisors and clients.

      A 20-year veteran of UBS, Julie was instrumental in launching the UBS Global Family Office Group, a unique offering in the industry serving the needs of UHNW clients and their Advisors. Julie spent five years in the field in key branch roles including the Metro Regional Sales Manager. She also has seven years of experience in our Capital Markets group leading an array of teams and businesses. Additionally, Julie served as the management liaison between the FA Advisory Council and home office, and is a former co-chair for the firm's Diversity Network (All Bar None) in the Americas.

      Julie led the efforts to start a 100 Women in Finance location in Philadelphia where she is the Co-chair. She also sits on the board of the Philadelphia Holocaust Remembrance Foundation. She was selected to be one of the Makers@ Community Class of 2020 on behalf of UBS. Julie is also a member of the Philadelphia chapter of CEOs Against Cancer.

      Julie played collegiate Division I tennis at Lehigh University. She holds her executive M.B.A. from Fordham University. Julie, her husband Stephen, and sons Mason and Logan live in Villanova, Pennsylvania.

            julie.fox@ubs.com
            Julie Fox
          • Jake Shine

            Jacob Shine

            Director

            Market Director

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            • DC
            • MD
            • NC
            • NJ
            • NY
            • PA
            • VA

            Jake joined UBS in 2017 as an analyst in the firm's two-year rotational Graduate Talent Program, where he rotated across six strategically important departments within Wealth Management USA. Upon completion of the program, he placed out onto the UHNW Americas team as a Business Strategist, where he was responsible for helping to drive field communications, cross-divisional collaboration and sales strategy for Private Wealth Management.

            Jake transitioned onto the Northeast Private Wealth Management Market leadership team as Assistant Market Head, focused primarily on the Mid-Atlantic region.

            In January of 2023, Jake stepped into the role of Market Director covering the Washington D.C. and Charlotte Private Wealth Management branches, and in May of 2023 assumed responsibility over the Bethesda and McLean Wealth Management offices.

            Jake received a Bachelor of Science degree in Finance and Business Analytics from Indiana University – Kelley School of Business. He currently holds the FINRA Series 7, 66, 3, 9 and 10 along with the CFP® and Certified Exit Planning Advisor designations.

                  7272 Wisconsin Avenue
                  23rd Floor
                  Bethesda, MD 20814
                  jake.shine@ubs.com
                  Jacob Shine
                  7272 Wisconsin Avenue,Bethesda,MD,20814
                • Emily Frenzel

                  Emily Frenzel

                  Executive Director

                  Associate Market Executive

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                  • AZ
                  • CA
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • MA
                  • MD
                  • MI
                  • NC
                  • NJ
                  • NY
                  • OH
                  • PA
                  • RI
                  • SC
                  • TX
                  • VA

                  Professional History

                  With over 15 years of experience at UBS, Emily Frenzel brings her energy, creativity and passion for the wealth management business as the Associate Market Executive for the Philadelphia DC Charlotte Wealth Management & Private Wealth Market.  

                  Emily has held a variety of roles at UBS and started her career in the home office as part of the Graduate Talent Program, a two-year rotational program designed to provide broad exposure to various business areas throughout UBS. In January 2010, she became the Chief of Staff for the Head of the Wealth Management Advisor Group before joining the White Plains Complex as their sales manager in August 2011. In 2014, Emily was named the Assistant Market Head for the Pennsylvania Market before she was promoted to become the Branch Manager of the Newtown, PA office in March 2017 and Complex Director for the Suburban Philadelphia Wealth Management region in January 2021. She transitioned to her current role in January 2023.

                  Emily is a member of the UBS Leadership Advisory Council, a national field leader advisory council guiding UBS in its aim to be the most client-focused wealth management firm in the Americas. In addition, she is the proud recipient of the 2019 inaugural Field Leadership Meeting Diversity Award and a member of the 2022 Leadership Council.  

                  Personal

                  Emily graduated cum laude from Bucknell University, where she was a 4-year starter on the women's golf team.

                  Emily recently moved to Charlotte, North Carolina where her husband Zach will completing his fellowship in Acute Care Surgery

                        6100 Fairview Road
                        Suite 900
                        Charlotte, NC 28210
                        emily.frenzel@ubs.com
                        Emily Frenzel
                        6100 Fairview Road,Charlotte,NC,28210
                      • Amy B

                        Amy Bender

                        Director

                        Associate Market Executive

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                        • 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

                        Responsibilities

                        Amy is the Associate Market Executive covering specialty business in the Philadelphia DC Charlotte Market.  She works closely with the Independently Advised Brokerage Business and the Employee Stock Ownership Plan Business handling a variety of both daily and project related responsibilities. Amy uses her prior management experience to seek solutions that benefit the client while also mitigating risk.

                        Professional History

                        Since joining UBS in 2007, she has served in various branch leadership positions including Supervision, Operations and Administrative Manager.

                        Education

                        Amy received her degree in Business Administration from the University of Cincinnati.

                        Licenses & Certifications

                        Amy is FINRA Series 7, 65, 63, 9,10, and 3.  She is also licensed for Health and Life Insurance in the State of Ohio.

                        Personal

                        Amy lives with her husband and two children in Cincinnati.  She enjoys going to sporting events and attending concerts.

                              8044 Montgomery Road
                              The Towers At Kenwood
                              Cincinnati, OH 45236
                              amy.bender@ubs.com
                              Amy Bender
                              8044 Montgomery Road,Cincinnati,OH,45236
                            • sean blevins

                              Sean Blevins

                              Director

                              Market Supervisory Officer

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                              • 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

                              Before joining UBS in 2021, I spent 17 years at Merrill Lynch. The last 10 of those years at Merrill, I was one of the Office Management Team members responsible for the day to day business oversight and supervision performed by registered associates in the Charlotte & Associates Market.

                              Before Merrill,  I served 12 years in the U. S. Army and VA ARNG. After my first stent in the Army, I graduated from Radford University with a BBA.

                              I am big Virginia Tech and Dallas Cowboy football fan. I am married to Caresse Blevins, she has a daughter and a son, both of whom are in college. I have a 14 year old son attending Ft. Mill High School. We reside in Ft. Mill where we enjoy outdoor activities like fishing, hunting, hiking, skiing/snowboarding, and camping. I also enjoy Brazilian Jiu Jitsu.

                                    6100 Fairview Road
                                    Suite 900
                                    Charlotte, NC 28210
                                    sean.blevins@ubs.com
                                    Sean Blevins
                                    6100 Fairview Road,Charlotte,NC,28210
                                  • Jenn Glenn

                                    Jennifer Glenn

                                    Associate Director

                                    Market Administrative Officer

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                                    • PA

                                          101 West Elm Street
                                          Suite 200
                                          Conshohocken, PA 19428
                                          jennifer.glenn@ubs.com
                                          Jennifer Glenn
                                          101 West Elm Street,Conshohocken,PA,19428
                                        • Sandy Watson

                                          Sandy Watson

                                          Director

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                                          • PA

                                                1735 Market Street
                                                Mellon Bank Center
                                                Philadelphia, PA 19103
                                                sandra.k.watson@ubs.com
                                                Sandy Watson
                                                1735 Market Street,Philadelphia,PA,19103
                                              • Robyn Wicks

                                                Robyn Wicks

                                                Associate Director

                                                Admin Manager

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                                                • AZ
                                                • CA
                                                • CT
                                                • DC
                                                • DE
                                                • FL
                                                • IL
                                                • KY
                                                • MA
                                                • MD
                                                • MT
                                                • NJ
                                                • NY
                                                • PA
                                                • SD
                                                • TN
                                                • VA

                                                Responsibilities

                                                Robyn Wicks is an Administrate Officer for our market, covering Washington, D.C., Hunt Valley and Charlotte. 

                                                Professional History

                                                Prior to joining the Leadership team, Robyn was the Team Administrator on a UBS PWM team for 6 years. She also spent a year working at a family office in Washington, D.C.

                                                Education

                                                Robyn received a Bachelor of Arts in Economics and Spanish from Denison University.

                                                Licenses & Certifications

                                                Robyn earned her CERTIFIED FINANCIAL PLANNER™ ™ designation from Georgetown University. She holds the Series 7, Series 66, Series 9 and Series 10 FINRA licenses.

                                                Personal

                                                When not working, Robyn is an avid tennis fan and loves traveling and cooking.

                                                      1501 K Street North West
                                                      Suite 1100
                                                      Washington, D.C., DC 20005
                                                      robyn.wicks@ubs.com
                                                      Robyn Wicks
                                                      1501 K Street North West,Washington, D.C.,DC,20005
                                                    • steve pelzer

                                                      Steven Pelzer

                                                      Director

                                                      Branch Operations Manager

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                                                      • DC
                                                      • DE
                                                      • FL
                                                      • GA
                                                      • MD
                                                      • NC
                                                      • NJ
                                                      • NY
                                                      • PA
                                                      • SC
                                                      • VA
                                                      • WV

                                                            Home Worker MD
                                                            Home Worker MD, MD 000
                                                            steve.pelzer@ubs.com
                                                            Steven Pelzer
                                                            Home Worker MD,Home Worker MD,MD,000
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                                                            Chris Hegerfeld

                                                            Associate Director

                                                            Supervisory Officer

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                                                            • DC
                                                            • NC

                                                                  Home Worker NC
                                                                  Home Worker NC, NC 000
                                                                  chris.hegerfeld@ubs.com
                                                                  Chris Hegerfeld
                                                                  Home Worker NC,Home Worker NC,NC,000

                                                                A focus on personalized access and service

                                                                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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                                                                Global Wealth Report 2024

                                                                Crafted wealth intelligence

                                                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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