Century Wealth Partners - UBS Financial Services Inc.

Erik Holton, Senior Vice President and Financial Advisor at UBS Financial Services Inc. in New Haven, CT, specializes in wealth management and investment strategies tailored to clients' unique goals. With a focus on building lasting relationships, he emphasizes understanding clients' priorities and providing comprehensive financial planning through the UBS Wealth Way approach, which incorporates liquidity, longevity, and legacy considerations. Recognized as a member of the Forbes Best-in-State Wealth Management Teams for 2023, 2024, and 2025, Holton leverages over 160 years of global expertise from UBS, a leader in wealth management. His approach is designed to help clients navigate financial complexities and market volatility, ultimately guiding them toward achieving their long-term financial aspirations. Generated from the website

David Ivanovich, First Vice President of Wealth Management at UBS Financial Services Inc. in New Haven, CT, offers a comprehensive approach to financial planning and wealth management, focusing on guiding clients through major life events while preserving and passing on their wealth. His expertise encompasses a broad range of areas, including retirement planning, philanthropy, asset allocation, and sustainable investing, catering to diverse clients such as professional athletes and women investors. With over 160 years of experience, UBS has proven its resilience and strength in the wealth management sector, providing clients with access to global platforms and expert resources. The firm emphasizes customized financial strategies that address the unique needs of each client, ensuring they can confidently navigate complex financial landscapes and achieve their goals. Generated from the website

Andrew Patrick Boone - UBS Financial Services Inc. is a wealth management firm located in New Haven, CT. Led by Vice President and Wealth Advisor, Andrew Patrick Boone, the firm specializes in providing tailored financial services and solutions to help clients pursue their personal financial goals and dreams. With over 11 years of experience, Boone believes in sound multi-generational financial planning as the foundation for thoughtful decision making. The firm is committed to serving the community and is actively involved in various organizations, including the Elm Shakespeare Company and the United Way of Greater New Haven. As a partner of Boone Macaluso Capital Advisors, Andrew Patrick Boone offers comprehensive wealth management services, including liquidity management and investment advisory. With a global footprint and a strong presence in the industry, UBS Financial Services Inc. is a trusted and respected wealth manager, with over $3.9 trillion in invested assets globally. The firm is dedicated to guiding clients through financial challenges and market opportunities, backed by the strength and expertise of UBS, a world-leading financial institution.Generated from the website