Kirk Knudsen, CFP - 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