Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Frank J. Sabia

Managing Director - Wealth Management
Wealth Advisor
Corporate Stock Benefit Consultant
914-287-6010

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Professional and educational history

Frank is a 32-year veteran of the financial services industry, all of it with UBS or its predecessor, Paine Webber. A seasoned professional in all facets of wealth management, he draws from his vast experience helping corporate executives, business owners, and high net worth investors to deliver the right advice and solutions for his clients’ financial needs and goals. Frank guides his client’s with the insight, support, and flexibility their financial lives require. Having a great respect for earned income, Frank embraces a planning based approach that begins with the creation and then continual monitoring of a well-informed plan which serves as a road map that informs every solution he provides.

 Frank bases each of his relationships on the four pillars of wealth management—lifestyle management, risk management, liability management and asset management. In addition, he and his team strive to add value to their client relationships everyday by remaining informative, accessible, independent and transparent in each interaction and every transaction. He seeks to improve his client's live by reducing financial stress.

Frank has been named to Barron's Top 1,200 Advisors list. He has also been recognized by the Financial Times as one of the Top 400 US Advisors of 2014 and in 2013 in their inaugural list as well a Top 100 Wirehouse Advisor in 2012 by Registered Rep. He is also a member of the Equity Plan Advisory Services (EPAS) Financial Advisor team at UBS Financial Services Inc., a member of The National Association of Stock Plan Professionals and holds the exclusive UBS designations of Retirement Planning Consultant and Wealth Advisor. A graduate of Pace University with a B.A. in business administration, Frank has earned his Series 3, 7, 8, 63, and 65 securities licenses. A lifetime resident of Westchester County, he and his wife Beth live with their daughters Kaila and Ali in Larchmont. Among the charities Frank and Beth support, they are both very devoted to their favorite cause, Habitat for Humanity. Frank spends most of his life thinking about his business of helping his clients. In his spare time, Frank enjoys fishing, golf, woodworking, and wine making.    


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


Eric A. Bickler, CFP®

CERTIFIED FINANCIAL PLANNER™
Corporate Stock Benefit Consultant
800-443-7850

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Eric has a true passion for personal finance and helping his clients succeed. He cares deeply about his clients and their families, with a commitment to make a difference in their lives—on both a wealth management and personal level. Whether guiding affluent clients as they transition to and through retirement, focusing on the unique needs of corporate executives or providing advice to the next generation of investors, Eric takes a holistic approach to wealth management. A UBS Financial Advisor since 1998, Eric considers it a privilege to share his experience and knowledge with clients as he helps them pursue their financial goals.

Recognized as a leader in the industry, Eric was named to the Forbes Best-in-State Wealth Advisors list in 2018, Financial Times Top 400 Financial Advisors list in 2017 and REP. magazine and WealthManagement.com’s list of the Top 40 Wirehouse Advisors Under 40 in 2014 and 2015. A member of the UBS Equity Plan Advisory Services Financial Advisor team, he provides specialized guidance on corporate compensation plans, including stock options, restricted securities, equity plan administration and 401(k) and pension plans.

Eric earned his B.A. in economics from the State University of New York at Albany. He is a Certified Financial PlannerTM (CFP®) and holds the Series 7, 63 and 65 securities licenses, as well as state life and health insurance licenses.

When it comes to giving back to the community, Eric is an active mentor to U.S. military veterans seeking opportunities on Wall Street. In his free time, he enjoys traveling and spending time with family, especially his young daughter.


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


Iracema Almeida

Team Administrator
914-287-4714

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The focus of our relationship

Iracema dedicates her time in developing client relationships, and supporting her team to improve various Wealth Management strategies such as investment analysis and financial planning. While building tailored plans she digests the client's needs, goals, and risks while utilizing the tools and resources of the firm. She also plays a central role in enhancing the client experience by providing high quality service based on the understanding of the clients’ needs.

Professional and educational history

Iracema earned her Bachelor's degree from Lehman College in 2011 while her major was Economics and Psychology. Prior to joining UBS in 2008, Iracema worked with the Major League Baseball Players Association. In her spare time Iracema enjoys track, cross country, physical fitness and decorating. She has been a yearly contributor to the St. Jude's Foundation, Juvenilia Diabetes, and the Brain Tumor Association. Iracema resides in Bronx, NY. 

Series 7 & 66 registered.

Life, Accident and Health Insurance Licensed


Registered States:
CA, CT, FL, IL, NJ, NY, PA, TX, VA, WI


Joseph John Daly, CFP®, CIMA®

Wealth Management Analyst
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Corporate Stock Benefit Consultant
914-287-4730

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Professional and educational history

Prior to joining the Sabia-Bickler Wealth Management Group in March of 2015, Joe served as an Investment Operations Coordinator for Lincoln Financial Advisors for two years. He plays a key role in enhancing the client experience by providing high quality service based on an understanding of the clients' needs. Joe also helps construct client portfolios and implement investment strategies. Joe earned the CERTIFIED FINANCIAL PLANNER ™ designation from the Certified Financial Planner Board of Standards  and the Certified Investment Management Analyst® designation, issued by IMCA in conjunction with the Wharton School of Business. Joe earned his B.A. from Manhattanville College in Purchase, NY where his major was Finance. Joe also is a dedicated youth Lacrosse coach for the Scarsdale Raiders. His hobbies include hiking, traveling, golfing, snowboarding, and fishing.

CERTIFIED FINANCIAL PLANNER ™,Certified Investment Management Analyst®, Life Accident and Health Insured, Corporate Stock Benefit Consultant, Series 7, 63 Registered.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI


Cristen Marie Brady

914-287-6011
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Cristen joined the Sabia Bickler Wealth Management Group in October 2017. She prides herself on building strong connections with clients while providing them with excellent service. Her goal is to make the clients feel secure and organized about their daily and future financial needs. Prior to joining the Sabia Bickler Group, Cristen was the Branch Service Associate for UBS. In this role Cristen was responsible for processing the operational needs of the branch and working closely with the management team. Cristen was born and raised in the Woodlawn section of the Bronx. She is extremely involved in her community and volunteers with local events. In her spare time she enjoys traveling and spending time with family and friends.


Registered States:
CA, CT, FL, IL, NJ, NY, TX, WI