Erik Holton - Ubs Financial Services

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265 Church St
New Haven, CT 06510
+1 (617) 261-2739
https://advisors.ubs.com

Erik Holton-UBS Financial Services Inc, located in New Haven, CT, is led by Senior Vice President and Financial Advisor Erik Holton, who emphasizes the importance of understanding clients' priorities and concerns to build lasting relationships. The firm employs the UBS Wealth Way approach, focusing on three key dimensions—Liquidity, Longevity, and Legacy—to assist clients in navigating their wealth management needs and goals.

Recognized as one of Forbes' Best in State Wealth Management Teams for 2023, 2024, and 2025, Erik Holton's team leverages over 160 years of UBS's global expertise to guide clients through market opportunities and financial challenges. The firm is committed to helping clients confidently pursue their life goals while acknowledging the inherent risks associated with investments.

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