Global insight. Opportunities worldwide.

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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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
          • Brendan Graham

            Brendan J. Graham

            Executive Director

            Market Director

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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

            Brendan is responsible for leading Washington, D.C. Wealth Management, and co-leading Private Wealth Management as the Market Director. In this capacity, he brings together the firm's best in class resources, talent, and capabilities to create and sustain success for our clients in the Americas.  Combining the client focus of a boutique firm with the footprint, strength and expertise of the world's only truly global wealth manager, UBS is committed to being the office of choice for high net worth and ultra-high net worth clients and the financial advisors who serve them.

            Brendan’s career at UBS began in 2012 in the firm's Graduate Talent Program, and after 2 years of rotating through various areas of the firm, took on his first assignment as a strategist on the Private Wealth Management Leadership Team. Four years later, he began his field management career as an Assistant Market Head, where he served for 2 years before becoming Branch Manager of the Philadelphia, Washington D.C., Hunt Valley, and Charlotte PWM offices. He was appointed Market Director of the Washington D.C. wealth management business in 2023.

            Originally from Brooklyn, N.Y., Brendan graduated magna cum laude with honors in business from Tulane University. He holds his Series 7, Series 66, Series 9, Series 10, and Series 3 licenses with FINRA.

            Brendan and his wife Elizabeth live in Bethesda, Maryland, and in their spare time enjoy playing tennis, golf, reading, and trying out new restaurants.

                  1501 K Street North West
                  Suite 1100
                  Washington, D.C., DC 20005
                  brendan.graham@ubs.com
                  Brendan J. Graham
                  1501 K Street North West,Washington, D.C.,DC,20005
                • 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 Bender

                        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

                              M. 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
                                    M. 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
                                        • Chris Reese

                                          Christopher Reese

                                          Director

                                          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

                                          Chris comes to us from Raymond James’ Washington, DC office.  As Branch Operations Manager, Chris was a part of the supervisory team working on both administrative and risk initiatives in the Chesapeake Complex. Chris began his career over 20 years ago in back-office operations with Bank of America. Prior to Ray J, Chris spent over six years in the Legal and Compliance division at Morgan Stanley.

                                          Chris is a graduate of Johnson C. Smith University in Charlotte, NC where he competed in both Basketball and Cross-Country in the NCAA Division II ranks. Chris credits teamwork, work ethic, and perseverance to his athletic upbringing.

                                                1501 K Street North West
                                                Suite 1100
                                                Washington, D.C., DC 20005
                                                christopher.reese@ubs.com
                                                Christopher Reese
                                                1501 K Street North West,Washington, D.C.,DC,20005
                                              • 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
                                                    • 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
                                                          • steve pelzer

                                                            Steven Pelzer

                                                            Director

                                                            Branch Operations Manager

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

                                                            Responsibilities

                                                            I am the Market Operations Manager for this market. I have a team of two Assistant Operations Managers and four Service Associates. We are responsible for insuring that all industry rules, regulations and requirements are followed for most non-trade related transactions. 

                                                            Professional History

                                                            I’ve been with UBS since 2006 and have been in this industry since I got my first job out of college working at Alex Brown and Sons, Inc. I have also worked at Morgan Stanley. Most of my time has been spent in various departments within Operations, but I did spend several years working in Stock Loan and a year in Government Trading.

                                                            Education

                                                            I have a Bachelor of Science degree from Towson University.

                                                            Licenses & Certifications

                                                            I  have the Series 7, 9, 10 and Series 66 FINRA licenses.

                                                            Personal

                                                            I live with my wife just north of Baltimore, Maryland. We have three kids and two grandchildren. I enjoy great music (if you need tips, just ask), photography and fantasy sports. I am diehard Liverpool Football Club (Premier League Soccer), Baltimore Orioles and Baltimore Ravens fan as well as rooting for the Penguins and Flyers in hockey. I am trying to become a published author, writing suspense and thrillers.

                                                                  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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                                                                  Saxon Kropp

                                                                  Branch Office Administrator

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                                                                    Branch Office Administrator – Philadelphia DC Charlotte Market

                                                                    Saxon is the Branch Office Administrator and Technology Liaison for the Philadelphia, DC, Charlotte Market.

                                                                    Saxon graduated from American University where she received her B.S. in Business, majoring in Business & Entertainment with a specialization in Audio Technology.

                                                                    Saxon has lived in Tokyo, Japan for most of her life, but has been living in Washington, DC since 2019. She enjoys music, both listening to and recording, and traveling in her free time.

                                                                          1501 K Street North West
                                                                          Suite 1100
                                                                          Washington, D.C., DC 20005
                                                                          saxon.kropp@ubs.com
                                                                          Saxon Kropp
                                                                          1501 K Street North West,Washington, D.C.,DC,20005
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                                                                          Linda Nelson

                                                                          Client Associate

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                                                                                  1501 K Street North West
                                                                                  Suite 1100
                                                                                  Washington, D.C., DC 20005
                                                                                  linda.s.nelson@ubs.com
                                                                                  Linda Nelson
                                                                                  1501 K Street North West,Washington, D.C.,DC,20005
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                                                                                  Jeremy Sitnick

                                                                                  Client Associate

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                                                                                          1501 K Street North West
                                                                                          Suite 1100
                                                                                          Washington, D.C., DC 20005
                                                                                          jeremy.sitnick@ubs.com
                                                                                          Jeremy Sitnick
                                                                                          1501 K Street North West,Washington, D.C.,DC,20005

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