Lasting relationships

Understanding what matters most to you

Office lobby

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

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, CPWA

    Executive Director

    Assistant Market Head

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    • MA
    • MD
    • NJ
    • PA

    Professional History

    With over 10 years of experience at UBS, Emily Frenzel brings her energy, creativity and passion for the wealth management business as the Branch Manager of the UBS Newtown Office. In her role, she serves as an advocate and partner to the financial advisors and support staff that deliver complete wealth management advice for our clients. Prior to the joining the Newtown community, Emily worked in the home office as part of the UBS 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 UBS 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.

    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, PA with their dog Benji and cats Luna and Penny. 

      • Bucknell University
        101 West Elm Street
        Suite 200
        Conshohocken, PA 19428
      • Sandra 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
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              John Rufo

              Director

              Supervisory Officer

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              • DE
              • MD
              • NJ
              • 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

                        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 team approach

                        A team approach

                        A national footprint. Local values.

                        A national footprint. Local values.

                        Accessing resources. Delivering solutions.

                        Accessing resources. Delivering solutions.

                        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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