Tom Frank Email & Phone Number

Wealth Advice is much more than investments, and the related markets. Theemphasis should be placed on developing a financial plan and relatedinvestment policy or asset allocation, then closely monitoring risks as well asreturns. The optimal asset allocation is one which the client is comfortableholding during the worst of times.I work with families to grow, preserve their current wealth, and transfer thatwealth and related values to future generations and charitable institutions.I also advise defined contribution retirement plans on issues such as plandesign, plan costs, plan asset allocation, and improving participant outcomes.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States**AZ,CA,CO,DC,FL,IL,IN,KY,MD,MN,MO,NC,NM,NV,OH,OK,PA,SC,TX/*********/**These 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 http://www.ubs.com/fas-legal for the full disclosure.**

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  Miami University

  Finance