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.

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    Brendan Graham

    Executive Director

    Branch Manager

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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
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    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
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    • WA
    • WI
    • WV
    • WY

          1735 Market Street
          Mellon Bank Center
          Philadelphia, PA 19103
        • Emily Frenzel

          Emily Frenzel

          Executive Director

          Assistant Market Head

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          • MA
          • MD
          • NJ
          • PA

          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
              • Andrea Turriago

                Andrea Turriago

                Admin Manager

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                • CA
                • CT
                • DC
                • DE
                • FL
                • GA
                • MA
                • MD
                • ME
                • NC
                • NY
                • PA
                • VA
                • WV

                      1501 K Street North West
                      Suite 1100
                      Washington, DC 20005
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                      Linda Nelson

                      Client Associate

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                              1501 K Street North West
                              Suite 1100
                              Washington, DC 20005
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                              rachel marker

                              Associate Director

                              Supervisory Officer

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

                                    1501 K Street North West
                                    Suite 1100
                                    Washington, DC 20005

                                  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.

                                  US banking sector update: Where we are now

                                  Retirement planning

                                  Retirement planning

                                  Multigenerational planning

                                  Multigenerational planning

                                  Legacy—Wealth for others

                                  For needs that go beyond your own—to help you improve the lives of others

                                  What will your legacy be?
                                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                  Learn more at ubs.com/wealthway.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $2.8 trillion

                                  In invested assets globally 
                                  As of 06/30/2022

                                  Global leader

                                  UBS is a world-leading wealth manager

                                  $10 billion

                                  USD invested in 100% sustainable portfolios4

                                  4ubs.com/Impact/2/2020