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Frank & Levy Wealth Management Group
Frank & Levy Wealth Management Group
954-527-6336
800-327-8218 ext. 6336
954-527-6315 fax
Team Members:
Adrienne Frank, CFP®
Vice President - Investments
adrienne.frank@ubs.com

Eric J. Levy, CFP®
Account Vice President
eric.j.levy@ubs.com

As Financial Advisors, we always strive to provide quality service,  put our clients' needs first and view each client relationship as a long-term commitment. Through a team approach, we work closely with our clients to help create and implement personalized wealth management strategies tailored to pursue their specific financial goals and address their unique circumstances.

Learn about Our Team
Investment Insights
Our Perspective
Corporate Profile CorporateProfile.pdf (370kb)
The Strength of UBS strength_ubs.pdf (184kb)
2011 Tax Update 2011_Tax_Update.pdf (92kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Municipal Spotlight Municipal_Spotlight.pdf (615kb)
Washington Weekly washington_weekly_circular.pdf (333kb)
Cashin's Comments cashin_comments.pdf (108kb)
Investment Strategy Guide investment_strategy_guide.pdf (1431kb)
Top 25 Stocks top_stocks.pdf (278kb)
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