Lasting relationships. For all that matters

Co-workers having a conversation

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Plans

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.

  • E Frenzel

    Emily Frenzel

    Executive Director

    Assistant Market Head

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    • MA
    • MD
    • NJ
    • PA

    Professional History

    With nearly 15 years of experience at UBS, Emily Frenzel brings her energy, creativity and passion for the wealth management business as the Complex Director of the UBS Suburban Philadelphia Complex. In her role, she serves as an advocate and partner to the financial advisors and team associates in the Newtown and Conshohocken branches.

    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 Newtown in March 2017 and Complex Director in January 2021.

    Emily is a member of the UBS Leadership Advisory Council, a nine-person national advisory council guiding UBS in its aim to be the most client-focused wealth management firm in the Americas. She is the proud recipient of the 2019 inaugural Field Leadership Meeting Diversity Award and currently serves on the East Division Diversity Council.

    Personal

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

    Emily and her husband Zachary live in Center Valley with their dog Benji and cats Penny and Meatloaf (email her for the story behind the name). She is the Co-Chair for St. Luke’s University Hospital Residency Program Spouse’s Network, leading the recruiting and transition efforts for new residents and their families.

          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
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          Karen Van Horn

          Director

          Admin Manager

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          • DE
          • FL
          • NJ
          • PA

                101 West Elm Street
                Suite 200
                Conshohocken, PA 19428
              • Thomas Ted Durkin Profile Photo

                Ted Durkin

                Managing Director

                Market Head

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                        1735 Market
                        Suite #36
                        Philadelphia, PA 19103
                      • Sandra Sandy Watson Profile Photo

                        Sandra "Sandy" Watson

                        Director

                        Assistant Market Head

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                        • CA
                        • CT
                        • FL
                        • MA
                        • NY
                        • PA

                              1735 Market Street
                              Mellon Bank Center
                              Philadelphia, PA 19103
                            • Nancy Schultz Profile Photo

                              Nancy Schultz

                              Director

                              Market Administrative Officer

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                              • DE
                              • NJ
                              • PA

                                    501 Fellowship Road
                                    Suite 302
                                    Mt. Laurel, NJ 08054
                                  • John Rufo

                                    John Rufo

                                    Director

                                    Supervisory Officer

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                                    • DE
                                    • MD
                                    • NJ
                                    • NY
                                    • PA

                                          1735 Market Street
                                          Mellon Bank Center
                                          Philadelphia, PA 19103

                                        Connecting you to the deep resources of UBS

                                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                        A national footprint. Local values.

                                        A national footprint. Local values.

                                        Accessing resources. Delivering solutions.

                                        Accessing resources. Delivering solutions.

                                        A team approach

                                        A team approach

                                        Benefits take center stage

                                        The pandemic spotlights the importance of employee benefits

                                        Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        $2.8 trillion

                                        In invested assets globally 
                                        As of 06/30/2022

                                        51 countries

                                        Our global footprint

                                        Global leader

                                        UBS is a world-leading wealth manager

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