Erik Holton - UBS Financial Services Inc.

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

Kirk Knudsen, CFP, is a Senior Vice President at UBS Financial Services Inc. in New Haven, CT, with over 31 years of experience in the financial services industry. A CERTIFIED FINANCIAL PLANNER professional, he focuses on providing tailored wealth management solutions to help clients achieve their personal financial goals. Knudsen's expertise includes retirement planning, investment management, and wealth transfer across generations, ensuring a personalized approach to each client's unique financial situation. He is an active member of the New Haven Rowing Club and has a passion for outdoor activities, reflecting his commitment to balance in both personal and professional life. Generated from the website