Maryellen Frank
Private Wealth Managment at UBS
- Role
- Financial Advisor at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Maryellen Frank
As a member of Montclair Investment Partners, I believe trusted financial advice is more important than ever. We focus on providing comprehensive wealth management solutions tailored to put lifestyle goals within reach. We have a particular experience in financial planning and investment management, as well as trust and estate planning strategies for individuals and families. Advice beyond investing is based on an understanding of each client’s and their family’s vision, including retirement, legacy, philanthropic, and investment goals.Senior Financial Services Executive with expertise in marketing and delivering innovative investment solutions to a wide spectrum of clients. Diverse Capital Markets experience, including Structured Products with specific expertise in Foreign Exchange, hedging and alternative investments. A unique combination of Investment Bank product expertise and Wealth Management client are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Financial Advisor
Sep 2013 — Present
Skills
- Wealth Management
- Portfolio Management
- Financial Services
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