Frances Heath

Q: What is Frances Heath email address?

Email Frances Heath at frances.heath@ubs.com. This email is the most updated Frances Heath email found in 2026.

Q: How to contact Frances Heath?

To contact Frances Heath send an email to frances.heath@ubs.com. If you want to call Frances Heath try calling on +18633243719. (updated on October 24, 2024)

First Vice President-Wealth Management at UBS | Paramus, New Jersey, United States

About Frances Heath

Frances Heath, a seasoned Vice President in Wealth Management at UBS, brings over 30 years of invaluable experience in the financial services industry, specializing in strategic financial planning and wealth management. Since joining UBS in 2001, Fran has been instrumental in guiding her clients through the complexities of changing market conditions, leveraging her extensive expertise in investment strategies and risk management. Her deep understanding of retirement planning allows her to craft tailored solutions that align with her clients' long-term financial goals, ensuring they are well-prepared for the future.

At UBS, Fran has led key projects focused on enhancing client engagement and optimizing portfolio performance. She employs rigorous market research and business analysis to identify emerging trends and opportunities, enabling her clients to make informed investment decisions. Her proficiency in life and health insurance further complements her holistic approach to wealth management, allowing her to address the diverse needs of her clientele.

A long-time resident of Bergen County, Fran is deeply committed to her community and often participates in local financial literacy initiatives, empowering individuals to take control of their financial futures. Her dedication to client success is reflected in her numerous industry licenses, including Series 7, 6, 63, and 65, which underscore her commitment to maintaining the highest standards of professionalism and expertise in the financial services sector. Through her strategic insights and personalized service, Frances Heath continues to be a trusted partner for her clients at UBS, helping them navigate the complexities of wealth management with confidence.

Frances Heath Work

First Vice President-Wealth Management at UBS in May 2001 to Present

Vice President-Investments at Salomon Smith Barney in August 1988 to May 2001

Frances Heath Skills

Retirement Planning

Wealth Management

Strategic Financial Planning

About Frances Heath's Current Company

UBS

Discover more about UBS

Frequently Asked Questions about Frances Heath

What is Frances Heath email address?

Email Frances Heath at [email protected]. This email is the most updated Frances Heath email found in 2026.

What is Frances Heath phone number?

Frances Heath phone number is +18633243719.

How to contact Frances Heath?

To contact Frances Heath send an email to [email protected]. If you want to call Frances Heath try calling on +18633243719. (updated on October 24, 2024)

What company does Frances Heath work for?

Frances Heath works for UBS

What is Frances Heath's role at UBS?

Frances Heath is First Vice President-Wealth Management

What industry does Frances Heath work in?

Frances Heath works in the Financial Services industry.