Experience Makes all the difference

Mission statement

Listening to our clients is our Advisors first priority. This enables us to create a customized plan with each client to meet their financial needs and concerns.

Understanding our client's goals allows us to utilize our knowledge, experience and wisdom to work closely to find a resolution for a successful future.

From simple issues to those that are more complex, we offer well thought out solutions and understand the importance of getting it right the first time.

Thank you for partnering with us to reach your dreams and fulfill your passions in life.

Emily Frenzel, CPWA(R)

Executive Director
Branch Manager
215-579-6009
800-922-0199

email



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.  

e in the Bucknell Alumni Association as the Program Chair for the 2018 Reunion.

Emily and her husband Zachary live in Chestnut Hill, Philadelphia.

 


Registered States:
NJ, PA


Thomas Edward "Ted" Durkin

Managing Director
Market Head
215-496-2323

email



Ted Durkin, PA Market Head, has been in the business for 24 years.  He joined UBS in February of 2015 as a Managing Director running the Philadelphia South Jersey Complex. Prior to joining UBS, Ted spent 21 years at Merrill Lynch holding many different roles.  Head of the Affluent Segment, Complex Director in multiple locations, primarily Philadelphia. Ted began his career as a Financial Consultant in NYC. He is married to his Lehigh Sweetheart, Meg, and they have three girls Mollie, Claire and Cecelia.


Registered States:
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


William "Doc" Dougherty

Director
Assistant Market Head
215-496-2288

email




Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, SD, TN, TX, VA, VT, WA, WV


Sandra "Sandy" Watson

Director
Assistant Market Head
215-496-2325

email




Registered States:
CA, CT, FL, MA, NY, PA


John P. Rufo

Director
Market Supervisory Officer
215-496-2365

email




Registered States:
DE, MD, NJ, NY, PA


Jennifer A. Glenn

Associate Director
Supervisory Officer
215-496-2104

email




Registered States:
NJ, PA


Nancy P. Schultz

Director
Market Administrative Officer
215-496-2243

email




Registered States:
DE, NJ, PA